Chapter Meetings

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)


 Upcoming Presentations

July Ethics Presentation


Upcoming 2014 Chapter Meetings & Events

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 cnemechek62@gmail.com.

 

 


Upcoming 2014  Chapter Meetings & Events

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.
Topic: TBD

December 2014
No Meeting - Happy Holidays!


Past 2014 & 2013 Chapter Meetings & Events


July 2014
Speaker:
Carol S. Craigie, ChFC, CFP
Topic: "Scoping" Out Your Ethics with a Twist

June 2014
Speaker:
David Chiavacci, CIMA Janus Capital Group
Topic: "The Art of Wow"

May 2014
Speakers:
Adam Ostermiller
Topic: "Discovering Opportunities in International Small Cap Equities"

Speakers: Eli Lyons
Topic: "Revolution in the Retirement Plan Marketplace"

March 2014
Speakers:
Eric Pollackov
Topic: "What every advisor should know about Exchange Traded Funds (EFT's)"

February 2014
Speakers:
Ken Harris, CFA and Nicholas Foley
Topic: "Hazards and Opportunities in Fixed Income"

January 2014
Speaker: 
Jon Pagnozzi
Topic: "Saving for College"

November 2013
Speaker:
Kevin Forbush
Topic: Blended Families

October 2013
Speaker:
Carol Cragie, ChFC®, MA, CFP®
Topic:

September 2013
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
Speakers:
George Walper, President, Spectrem Group
Topic: Investor Sentiment

June 19th, 2013
Speakers: Eric Davis, Integrity Bank & Trust
Topic: Self-Directed IRAs: What Every Advisor Should Know

 


 

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

 

 

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