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Sponsorship

Find out all of the information you need below:

» Corporate Sponsors
» 2008 Partner Program
» Sponsor News

» Partner Information for Symposium 2008

 

Corporate Sponsors (top)
Corporate Sponsors help defray the cost of Association events, programs and publications, which keeps association fees to a minimum. The relationship the Financial Planning Association of Colorado develops with corporate sponsors are focused on leveraging and tapping into the educational and technical resources these organizations have and are willing to share.

If you are interested in sponsorship opportunities, please direct your questions to Kate Scott, CPA, CFP® Committee Chair (303) 703-4560 or Susan Koering, Sponsor Coordinator (303.349.9572).

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2008 Partner Program (top)
The 2008 FPA® of Colorado Partner Program is offering two elite, annual sponsorship opportunities. Our regular program is still in place but we are excited about the options available with the two Annual Sponsorships. Please e-mail Susan Koering at sponsorship@cofpa.org and indicate your preference.

More information about the 2008 FPA® Partner Program available by clicking here.

2008 Sponsor Committee:
David Stevens, CPA, CFP®,Chair (303.759.8608) e-mail: dave@irongatefinancial.com
Susan Koering, Sponsor Coordinator,e-mail: konnectnow@tde.com
cell: 303.349.9572

 

2008 Annual DIAMOND SPONSOR

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SPONSOR NEWS

Welcome to the COFPA Sponsor News Page

The support from our sponsors plays a big part in the educational programs and Symposium that are available to you each month.

Each sponsor is unique in the services that they offer. It is our goal to provide you with what is new and informative as well as enhance your business.

                                             A big thank you to our 2008 Sponsors:

                                                            

Welcome to the 2008 COFPA Sponsors

 

The support from our sponsors plays a big part in the educational programs and Symposium that are available to you each month. Each sponsor is unique in the services that they offer.

 

Diamond Sponsor

iShares      www.ishares.com


Sarah Lochner, (415)402-4691 sarah.lochner@barclaysglobal.com

Colleen Kapoor, (415)402-4691, colleen.kapoor@barclaysglobal.com

 

Diamond Sponsor             www.schwab.com

Charles Schwab Institutional
Kelly Laing, 800-835-9698 kelly.laing@schwab.com

 

Platinum Sponsors


CollegeInvest, David Wiener, (303)376-8845

dwiener@collegeinvest.org                 www.collegeinvest.org

Baceline Investments, Keith Higgins, (303) 615-9544

khiggins@bacelineinvestments.com      www.bacelineinvestments.com

DWS Scudder, Tyler Porterfield, (303) 210-3883

tyler.porterfield@dws.com                 www.dws-scudder.com

Laserfiche, Mat Altpeter, (303) 981-5638

maltpeter@cvidenver.com             www.laserfiche.com

Thornburg Investment Management, Dean Clemetsen, (877) 215-1330, ext. 5278, dclemetsen@thornburg.com                          www.thornburg.com

Trust Company of America, Fritz Jakobi, 303-705-6098

fjakobi@trustamerica.com    www.trustamerica.com

Monthly Sponsors

Aquila Group of Funds, Marsha Grimes, (800) 426-2514

mgrimes@aquilafunds.com                    www.aquilafunds.com

Goodwill Industries, Kevin Jones, (303)650-7723, kjones@goodwilldenver.org www.goodwilldenver.org

ICON Advisers, Inc., Aaron Leffingwell, (303) 790-1600, aleffingwell@iconadvisers.com               www.iconadvisers.com

Invesco AIM Investments, Lynette Twedt, (800)337-4246 ext. 7840 Lynette.Twedt@aiminvestments.com www.aiminvestments.com

The Denver Foundation, Leslie Karotkin, (303) 300-1790,

lkarotkin@denverfoundation.org                        www.denverfoundation.org

Van Gilder Insurance Corporation, Kimberly Schafer, (303) 217.7740, KSchafer@vgic.com     www.vgic.com

Westcore Funds, Steve Wine, (800) 734-9378, stevew@westcore.com                     www.westcore.com   

 

(These articles has been approved for release by the Sponsorship Committee.)
Reference therein to any specific commercial product or service does not constitute or imply endorsement, recommendation, or favoring by the Financial Planning Association of Colorado.