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 - $22 (includes CE processing) ~ Non-Members - $32 (additional fee of $10 for CE processing)
Date: March 19th, 2014
Speakers: Eric Pollackov
Topic: "What every advisor should know about Exchange Traded Funds (EFT's)"
Location: Garden of the Gods Club
Time: 7:30 - 9:00 am
Cost: $22 for members; $32 for non-members
Continuing Education: To be determined
Program Description: In this program, Eric Pollackov, the Schwab manager of Exchange Traded Funds, will share his thoughts on 1) What is an ETF and How do they work, 2) ETF best practices, 3) ETF liquidity vs. daily trading volume, and 4) Understanding ETFs vs. Mutual Funds
Please click here to RSVP to this months meeting!
Please direct all questions or comments to firstname.lastname@example.org
April 16th, 2014
Speaker: Eli Lyons
Topic: "Revolution in the Retirement Plan Marketplace"
May 21st, 2014
June 18th, 2014
July 16th, 2014
September 17, 2014
FPA Symposium - No Meeting
October 15th, 2014
November 19th, 2014
No Meeting - Happy Holidays!
Speakers: Ken Harris, CFA and Nicholas Foley
Topic: "Hazards and Opportunities in Fixed Income"
Speaker: Jon Pagnozzi
Topic: "Saving for College"
Speaker: Kevin Forbush
Topic: Blended Families
Speaker: Carol Cragie, ChFC®, MA, CFP®
Topic: Ethics with a Behavior Twist
No Chapter Event - We invite all SoColo FPA members to attend the 2013 Symposium in Denver
Link to Registration Brochure: 2013 Financial Planning Symposium
Speaker: Mary Kelly, PhD
Topic: "The Good, The Bad and the Ugly: A Short Look at the U.S. Economy - The Least You Need to Know"
"Unlock the Future of the Economy- An Economic Perspective and What Businesses Need to Watch in the Next 12 Months", presented by Mary Kelly, PhD. “The economic and political landscape is rapidly changing in the US as well in Europe and Asia. Socio-political events are impacting the financial markets as never before. What do you need to know? How is the Economy going to impact your business?
Speakers: George Walper, President, Spectrem Group
Topic: Investor Sentiment
Speakers: Eric Davis, Integrity Bank & Trust
Topic: Self-Directed IRAs: What Every Advisor Should Know
Speakers: Kurt Czarnowski
Topic: Good Things Come to Those Who Wait…And Work
Speakers: Ron Lint
Topic: ESOP Power: An Advanced Planning Strategy for Private Corporations
Speakers: Kevin Forbush & Doug Goldberg
Topic: "Planning in Light of ATRA and the ACA: Opportunities and Pitfalls”
Speaker: Greg Gandy
Topic: Income Tax Planning Overview
Speaker: Peter Waggpmer
Topic: Property & Casualty Insurance - A Contact Sport
Past 2012 Chapter Meetings & Events
Speaker: Chris Christian
Topic: College Planning - The Real Story
Speaker: Don Marsh
Topic: Understanding the Mature Marketplace
Speaker: Stephen Wershing, CFP®, President
Topic: Secrets of Referral Marketing
Speaker: Craig Zablocki
Topic: Radical Leadership and Team Building
Speaker: Herb Daroff, J.D., , CFP®
Topic: Ethical Conduct - Webinar
Speaker: Tom Viola, Black Rock
Topic: The New Diversification - Adapting Asset Allocation to Changing Times
Ethics is a required course and for many years it has covered the same stuff in the same way. NOT THIS TIME! What's different?
1. CFP® Board released a very practical checklist that can be used in client files that you can use to make sure you are fulfilling the requirements and support you in case of an audit. This will be the basis of the program.
2. It’s not just theory but we will be discussing practical application with business practices that make it easy to be compliant AND improve your business.
3. We will be reviewing how to embed behavioral economic concepts in your compliance activities that will make it easier for clients to act on your recommendations.
Cost: $20 for Members; $30 for Non-Members (additionall $10 charge may be assessed for filing CE credits)
CE Information: 2 hours Ethics Credit for CFP® and you can leave after 2 hours. 3 hours Ethics Credit for insurance and YOU MUST STAY THE FULL THREE TO GET THE INSURANCE CREDIT AS CONFIRMED BY THE INSURANCE BOARD