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: April 16th, 2014
Speaker: Eli Lyons
Topic: "Revolution in the Retirement Plan Marketplace"
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: Eli Lyons, from Lincoln Trust Company, will provide an overview of the Retirement Plan market discussing the current landscape of defined contribution plans. The presentation will touch on compliance, design, fees, advisors various roles, market opportunities, and the various solutions being offered in the market.
Please direct all questions or comments to email@example.com
May 21st, 2014
Speaker: Adam Ostermiller, Rainier
Topic: "Discovering Opportunities in International Small Cap Equities"
Progam Description: There are 4,000 companies within the international small cap universe, representing nearly 50% of the entire global opportunity set. The sheer size of this space limits market efficiencies and creates an opportunity for experienced active managers to generate excess returns. Learn more about the many attractive attributes of this unique and dynamic asset class.
June 18th, 2014
Speaker: David Chiavacci, CIMA Janus Capital Group
July 16th, 2014
Speaker: Carol S. Craigie, MA, ChFC, CFP
September 17, 2014
FPA Symposium - No Meeting
October 15th, 2014
Speaker: Doug Goldber, 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!
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®
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