Please note: These links will take you to FPA National's Web site.
Please note: These links will take you to FPA National's Web site.
Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.
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)
Wednesday, February 15th
7:30 AM - 8:00 AM Breakfast -Garden of the Gods Club
8:00 AM - 9:00 AM Program
RSVP to admin@scfpa.org by Friday, February 10th
The Tax Pros and Cons of Entity Selection
Luke Gheen, MBA, CPA
Luke will provide us with an overview of the tax implications of business entity selection. After providing a basic summary of the four basic types of entities, he will discuss the pros and cons of each and provide you with basic talking points with clients who own their own businesses.
| CFP Board CE Credit: (Pending) | 1.0 |
Wednesday, March 21st
7:30 AM - 8:00 AM Breakfast -Garden of the Gods Club
8:00 AM - 9:00 AM Program
RSVP to admin@scfpa.org by Friday, March 9th
Global Economic Restructuring
Tom Binnings, MBA
Summit Economics
Come join us as we listen to Tom present a program on the General Restructuring of the American Economy with specific Macro Forecasts for 2012. Clearly, this is one of the most important topics of our time. The impacts of this restructuring affect all of us in so many different ways, not to mention how we guide our clients moving forward.
Tom has more than 30 years of experience in project management, economic and market research, real estate development, business analytics and strategic planning. He received his undergraduate degree in economics from Colorado College and his MBA from the Tuck School at Dartmouth College where he assisted with faculty research. His clients include nonprofit organizations, local governments, small businesses and large corporations. He has taught undergraduate and graduate level courses at Regis and Webster Universities as an adjunct professor. Tom brings strategic perspectives to all of his work, especially public/private initiatives and business and real estate projects.
| CFP Board CE Credit: (Pending) | 1.0 |
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