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).
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
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.