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)

 Upcoming Presentations

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June 2013

Wednesday, June 19th

7:30 AM - 9:00 AM; Breakfast & Program

Garden of the Gods Club

RSVP to admin@scfpa.org or cnemechek62@gmail.com by June 17th.

  

Self Directed IRA’s: What Every Advisor Should Know

Presented by Eric Davis of Integrity Bank & Trust

                                                                                                    

This session will explore the profits, pitfalls, and parameters of investing in self-directed IRA’s.  We will discuss why self-directed IRA’s have exploded in popularity, steps you can advise your clients on to avoid pitfalls, and technical training on avoiding prohibited transactions and unrelated business income tax in IRA’s.

 

We have confirmed one hour of CE for both CFP and Colorado Department of Insurance.

Past 2013 Chapter Meetings & Events

May 15th
Speakers: Kurt Czarnowski
Topic: Good Things Come to Those Who Wait…And Work

April 17th
Speakers: Ron Lint
Topic: ESOP Power: An Advanced Planning Strategy for Private Corporations

March 20th
Speakers:  Kevin Forbush & Doug Goldberg
Topic:  "Planning in Light of ATRA and the ACA: Opportunities and Pitfalls” 

February 20th
Speaker:    Greg Gandy
Topic:  Income Tax Planning Overview

January 16th
Speaker:    Peter Waggpmer
Topic:  Property & Casualty Insurance - A Contact Sport

Past 2012 Chapter Meetings & Events

December 5th
Speaker:    Chris Christian
Topic:  College Planning - The Real Story

October 17th
Speaker:    Don Marsh
Topic:  Understanding the Mature Marketplace

September 19th
Speaker:  Stephen Wershing, CFP^®, President
Topic:  Secrets of Referral Marketing

August 21st
Speaker:  Craig Zablocki
Topic:  Radical Leadership and Team Building

July 18th
Speaker:  Herb Daroff, J.D., , CFP^® 
Topic:  Ethical Conduct - Webinar

June 20th
Speaker:  Tom Viola, Black Rock
Topic:  The New Diversification - Adapting Asset Allocation to Changing Times

May 16th
Speaker:  Todd Marshall, First Trust Advisors Economics
Topic:  Mastering ETFs (An Insight Into How Other Advisors Utilize ETFs)

April 18th
Speaker:  Lisa Blattner, Attnorney-at-Law
Topic:  Preserving Assets for Surviors in a Long-Term Care/Medicaid Scenario