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)
Please join us August 20th, 2014 for the FPA of Southern Colorado's Summer Social Event!
Location: Coutura Design Inspirations, Home & Garden Lighting
(Sky Terrace & Kitchen Showcase Venue)
6380 Corporate Center Circle
Colorado Springs, CO 80919
Time: 5:30 - 7:30 PM
Heavy hors d'oeuvres will be provided by Aspen Point.
Spouses and Guests are welcome!
All members of the SCFPA should have received an invitation to the event electronically. Please use this invitation to RSVP to the event. If you did not receive an invitation, please contact Carmelle Nemechek at firstname.lastname@example.org.
September 17, 2014
FPA Symposium - No Meeting
October 15th, 2014
Speaker: Doug Goldberg, Esq, Goldberg Law Center, P.C.
Topic: Directed Trustue Models - CO Ins CE & CFP CE
November 19th, 2014
Speaker: Bernie Benyak, CFP, Senior Tax Manager, Stockman Kast Ryan & Co.
No Meeting - Happy Holidays!
Speaker: Carol S. Craigie, ChFC, CFP
Topic: "Scoping" Out Your Ethics with a Twist
Speaker: David Chiavacci, CIMA Janus Capital Group
Topic: "The Art of Wow"
Speakers: Adam Ostermiller
Topic: "Discovering Opportunities in International Small Cap Equities"
Speakers: Eli Lyons
Topic: "Revolution in the Retirement Plan Marketplace"
Speakers: Eric Pollackov
Topic: "What every advisor should know about Exchange Traded Funds (EFT's)"
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®
No Chapter Event - We invite all SoColo FPA members to attend the 2013 Symposium in Denver
Link to Registration Brochure: 2013 Financial Planning Symposium
August 13th, 2013
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?
July 17th, 2013 June 19th, 2013 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
Speakers: George Walper, President, Spectrem Group
Topic: Investor Sentiment
Speakers: Eric Davis, Integrity Bank & Trust
Topic: Self-Directed IRAs: What Every Advisor Should Know
July 17th, 2013
June 19th, 2013
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