Investing in You!
2010 Chapter Programs
June Chapter Program
Case Study Panel - Financial Synchronization & Family Synergy
Date: June 11, 2010
Location: Loews Denver Hotel
4150 E. Mississippi Ave Denver, CO
Time: 12:00-2:30pm (registration opens at 11:30)
12:00pm - Lunch and Member Announcements
1:00pm-2:30pm - Program/Case Study
Cost on or before June 9th: $35 Members/$50 Non-Members/$25 Students
Cost after June 9th: $45 Members/$60 Non-Members/$35 Students
For our June meeting, our Colorado FPA Chapter will leverage the familiar case study format of continued learning for the June 11th event. Please join us as we examine the CFP Board's familiar Kincaid Case - with some twists!
We are hosting an innovative panel of our peers who regularly come together to work with families and their money. From their unique backgrounds, we will observe an interdisciplinary team comprised of a financial planner, a purposeful planning expert, a family wealth legacy consultant, and a family wealth coach specializing in the human capital of the next generation address complex family interactions and positive wealth transition methods. This talented panel will conduct a professional client interview with the Kincaids who will be played by two local professional actors.The purpose of the June education program is to help you become more engaged with your clients, your business, and important people in your life. The process of the program will uncover understanding of new holistic methods of addressing client needs in modern Financial Planning; Financial Synchronization, Purposeful Planning & Family Synergy. The payoff will impact your client relationships, the bottom line of your business, and the way you serve your clients.
1.5 CE Credits CFP® (granted)/
1 CE Credits Ins(applied for)
Monthly Sponsors:
Elyssa Baltazar 303-721-6055
Ginger Wasylik 800-734-9378
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2010 Chapter Programs
January 15, 2010 – January Chapter Program, Denver Athletic Club
February 12, 2010 – February Chapter Program, Loews Denver Hotel
March 12, 2010 - March Chapter Program, Loews Denver Hotel
May 14, 2010 - May Chapter Program, Loews Denver Hotel
June 11, 2010 - June Chapter Program, Loews Denver Hotel
July 15, 2010 - Financial Planning Symposium, Renaissance Denver Hotel
September 10, 2010 - September Chapter Program, Loews Denver Hotel
October 8, 2010 - October Chapter Program, Loews Denver Hotel
November 12, 2010 - November Chapter Program, Loews Denver Hotel
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