Chapter meetings are generally held on the 3rd Wednesday of the month at the Garden of the Gods Club, 3320 Mesa Road, from 7:30 am - 9:00 am.  

Cost:  Members - $20 (includes CE processing) ~ Non-Members - $30 (additional fee of $10 for CE processing)

 Upcoming presentations include:

May 2012

Wednesday, May 16th
7:30 AM - 8:00 AM  Breakfast –Garden of the Gods Club
8:00 AM - 9:00 AM  Program
RSVP to admin@scfpa.org or cnemechek@msn.com by Friday, May 11th.

Mastering ETFs (An Insight Into How Other Advisors Utilize ETFs)
Todd Marshall, First Trust Advisors Economicss

 
Todd will discuss the structural basics, history and recent phenomenal growth in this investment vehicle.  In 1995, ETF funds accounted for $1Billion under management.  Today, over $1 trillion is managed with over 1,000 funds available.  How do you choose from the bewildering array of options?  Todd will be here to help us navigate our options.

June 2012

Wednesday, June 20th 

7:30 AM - 8:00 AM  Breakfast –Garden of the Gods Club
8:00 AM - 9:00 AM  Program
RSVP to admin@scfpa.org or cnemechek@msn.com by Friday, June 15th.

The New Diversification - Adapting Asset Allocation to Changing Times 
Tom Viola, Black Rock

Tom will discuss how the Traditional Diversification has failed us and how a new look at Alternatives can enhance portfolio performance.  While it's traditional for advisors to simply use a mix between Stocks and Bonds, Tom presents the case for alternative in the light of four risks:  Equity, Inflation, Interest Rates, and Currency.

Past 2012 Chapter Meetings & Events

April 18th
Speaker:  Lisa Blattner, Attnorney-at-Law
Topic:  Preserving Assets for Surviors in a Long-Term Care/Medicaid Scenario

March 21st
Speaker:  Tom Binnings, MBA - Summit Economics
Topic:  Global Economic Restructuring

February 15th
Speaker:  Luke Gheen.MBA, CPA
Topic:  The Tax Pros and Cons of Entity Selection

January 18th
Speaker:  Doug Goldberg, Esq.
Topic:  The Many Uses of Trusts and IRA Beneficiary Planning


Past 2011 Chapter Meetings & Events

November 16
Speaker:  Jeffrey Stebbins, Wells Fargo
Topic:  Understanding the Best Practices of Premier Advisors & Team Metrics

October 19
Speaker:  Kurt Venekamp
Topic:  Discovering Memory Power & Reading Smart

August 24
Speaker:  Harry Zeeve, National Field Director of the Concord Coalition
Topic:  America's Financial Plan: Short and Long-Term Fiscal Policy Trends

July 20
Speaker:  Tom Voake, President & CEO of Effective Choices, Inc.
Topic:  The Implementation of Healthcare Reform