Salons
Salons is a concept that allows members an opportunity to gather with peers to discuss issues pertinent to their career, their practice, and the Financial Planning profession. Salons are educational in nature, but also carry the benefits of a sounding board, different perspectives, and community-building.
Salons give you flexibility of topic, time, and location. Salons are a member-only benefit sure to give an intimate and effective “study group” atmosphere to topics that are of particular interest to many.
2012 Salon Dates - (Various location and times):
February 8th, May 9th, August 8th, October 10th
Do you have a topic to suggest? Would you like to become a Salon Volunteer Host? If so, contact
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SALONS - FEBRUARY 8, 2012
CENTRAL DENVER
SOCIAL MEDIA
Subject Matter Expert: Kevin Condon
1 CFP® CE APPLIED FOR TIME: 4:00-5:30PM
LOCATION: WELLS FARGO 400 S. COLORADO BLVD CONFERENCE ROOM DENVER, CO
HOST: DICK WAGNER
RSVP:
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How are FPA members taking full advantage of the latest social media and online advice delivery tools and techniques to build and sustain an efficient practice?
We will discuss tool use (Facebook, Twitter, Linkedin, YouTube and others). Emphasis will be on compliance and peer collaboration for online effectiveness.
Can FPA members excel at social networking and convert online activity into revenue, cost effectively and with strict compliance? We'll see!
FINANCIAL PLLNING ASSUMPTIONS & HOW WE USE THEM IN THE PLANNING PROCESS
1 CFP® CE APPLIED FOR
TIME: 10:30AM-12PM
LOCATION: LEPEEP, 1699 S. COLORADO BLVD, DENVER, CO
HOST: NEIL MAXWELL
AVAILABLE SEATS: 10
RSVP:
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We will be discussing the assumptions we use when helping our clients make educated decisions on the core planning process. Clients’ projected results are only as good as the assumptions we plug in.
- What assumptions are you using?
- Projected Rates of Return?
- Withdrawal Rates?
- Social Security?
Please be prepared to share your assumptions and back them up.
NORTH
THE INS AND OUTS OF MORTGAGE SELECTION
1 CFP® CE APPLIED FOR
TIME: 3:30-5PM
LOCATION: Old
AVAILABLE SEATS: 12
RSVP:
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In our session that will be submitted for CE, we will discuss the ins and outs of mortgage selection and qualification after the mortgage meltdown. Mortgages are usually your clients’ largest source of debt, and we will discuss questions and topics such as:
- When is it time to refinance?
- What are the differences between lenders?
- Should my client look into FHA and VA loans?
- Understanding the hidden fees in a mortgage
I will be bringing in a guest speaker to help us discuss the pros and cons and address some of the details.
PRACTICAL APPLICATION OF BEHAVIORAL ECONOMICS TO THE FINANCIAL PLANNING
SUBJECT MATTER EXPERT: Carol Craigie, CHFC, CFP®
1 CFP® CE
TIME: 3:30-5PM
LOCATION: Assured Title Office (In Key Bank Bld), 1130 Haxton Dr, Fort Collins, Co. 80525
HOST: JAN JORDAN
RSVP:
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Behavior Economics has much research on how people make financial decisions and what helps and hinders good decision making. This program identifies the critical concepts as they apply to each stage of the Financial Planning process and discusses how we can slightly change some of the common Financial Planner behavior to make it easier and more comfortable for clients to make informed financial decisions. Carol S. Craigie, ChFC, CFP® is a psychologist turned Financial Planner. During her career, she has been Director of Financial Planning for Key Bank, Wells Fargo and JP Morgan Chase. As part of her positions, she defined the process, software and client experience utilizing her knowledge of psychology and financial planning. 20 years ago she authored “The Psychology of Money” and recently consulted with a large software firm and a major financial institution on how to change their software to utilize known behavioral economic concepts. She also authored an 11 page
reference guide detailing “Applying Behavioural Economics to Financial Planning.”
WEST
INCOME AND ESTATE TAX PLANNING: HOW DO YOU PLAN, NOT KNOWING WHAT THE LAWS WILL BE?
1.5 CFP® CE APPLIED FOR
TIME: 12:00-2:00PM
LOCATION: 97 S. BRENTWOOD ST., LAKEWOOD, CO
HOST: SALLY JO BUTTON
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Items for potential discussion: 1. Income Tax: What are you doing now to save client tax dollars? Share some of your newer strategies. Revisit old techniques under old thinking. New strategies for 2012/2013. 2. Estate Tax: Delaying estate reviews until we have a new law? Have you begun any new strategies in the last couple of years that you are willing to share? 3. As a group, we may choose to go through a tax return from a financial service/value added perspective Please feel free to bring your own lunch, coffee and tea will be provided. |
Testimonials:
"The FPA Salon provided an excellent opportunity to learn from and interact with other planners in my local area."
-- Wayne F. CFP®
"I did enjoy the salon that I attended. It was a refreshing change of pace from the more structured meetings that I am used to attending. The intimate environment allowed for a natural, free-flow discussion that kept everyone engaged. I hope we continue these in the future!"
-- Josh N. CFP® CEO/Financial Advisor
