Upcoming Chapter Events...
Update Your Calendar: Meeting Dates and Times for FSP EVENTS:
2020-2021 FSP Meetings
August 17, 2020
Virtual Pop-Up Meeting, 11:30am - 12:30pm
"The Role of Philanthropy in Building and Strengthening Your Practice"
Presented by: Tim Belber JD AEP
Handouts:
Why Philanthropy Should Matter to Advisors
A Professional Advisor's Guide to Working with Non-Profit Organizations
CAP: Chartered Advisor in Philanthropy
Meeting Recording
September 15, 2020
Virtual via Zoom, 11:30am - 1:00pm
"Current Legal Concerns for 401(k) and 403(b) Plans: How to Help Your Clients Avoid Liability"
Presented by: Ed Frado, Esq.
Download presentation here.
Sponsor: Retirement Planning Services - RPS
Download sponsor presentation here.
October 20, 2020
Virtual via Zoom, 11:30am - 1:00pm
"Retirement and Estate Planning Intertwined"
Presented by: Mike Harris, CFP®, MPASsm, CRPC®
Handouts:
Back Door Roth IRA
CRPC IRA Phaseouts 2020
Everything You Always Wanted to Ask About the 10% EWP and IRAs
Hardship Withdrawal Provisions
Roth IRA Distributions are Different from Employer Roth Distributions
SECURE Act Update
Social Security Retirement Benefits for a Spouse or Surviving Spouse
Supersizing Retirement Contributions
Suspending Retirement Benefit Payments
Testing Testing Testing
2019-2020 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 17, 2019
11:30am - 1:00pm at Eddie Merlot's Restaurant
“Utilizing Business Valuations as a Door Opener to Business Owners”
Presented by, David Fein, CEO ValuSource, and Kevin Stockton, ChFC, CLU, RHU, Director of Sales for Online Business Valuation
Sponsor: Nationwide, Jim Caler, CLU, ChFC, CLTC, RVP Life Sales: Ed Fuentes, RVP Retirement Plans
October 15, 2019
11:30am - 1:00pm at Eddie Merlot's Restaurant
“New Horizons in Estate Planning”
Presented by, Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP
Sponsor: ValuSource, Kevin Stockton, CLU, ChFC, RHU
Register Here for the October Meeting!
November 19, 2019
11:30am - 1:00pm at Eddie Merlot's Restaurant
“2019 Tax Update”
Presented by, Fran Coet, CPA, CFF, CVA, CFP, MAFF
Sponsors: Jonathan Wells and David Peck, Home Care Assistance of Douglas County; Pete Lane, Home Care Assistance of Centennial; and Andy Ratana, Home Care Assistance of Denver
December- No Meeting
January 21, 2020
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Reverse Mortgages: Improving Longevity Risk.”
Presented by, Bob Muni
Sponsor: Silver Leaf Mortgage, Bob Muni, Sr. Loan Officer
February 18, 2020
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Building A Storybrand”
Presented by, Mike McGlothin, CFP, CLU, ChFC, LUTCF
Sponsor: Ash Brokerage, Debbie Stillahn, CLU, ChFC, CLTC
March 17, 2020 NOW VIA ONLINE FORMAT
Due to COVID-19
11:30am - 1:00pm
“Creating the Client Experience”
Presented by, Tim Belber, JD, AEP
Sponsor: Ohio National, Rick Bennight
April 21, 2020 CANCELED Due to COVID-19
Evening Social: "Luau" 5:30pm - 7:30pm
Eddie Merlot's Restaurant
Sponsor: Nathan Sumner
May 19, 2020 NOW VIA ONLINE FORMAT
Due to COVID-19
11:30am - 1:00pm at Eddie Merlot's Restaurant
Planning for Health Care Costs in Retirement”
Presented by, Doug Ewing, JD, VP Nationwide Retirement Institute,
Sponsor: Nationwide Ed Fuentes, RVP Retirement, & Jim Caler, CLU, ChFC, CLTC, RVP Life Sales
2018-2019 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 18, 2018: 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"The Retirement Income Gap"
Presented By: Kristen Billows, Regional VP Jackson National
Sponsor: Jackson National
October 16, 2018: 7:30am - 9:30am Breakfast Meeting
Location: Eddie Merlot's Restaurant.
"Go-Lucky Intensive Case Study"
Presented By: James Aussem, Esq.
Sponsor: James Aussem and Cavitch, Familo & Durkin CO., LPA Law Firm, Cleveland, OH
November 20, 2018: 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Fitting the Pieces Together:
Tax Planning under the Tax Cuts and Jobs Act of 2017"
Presented By: Fran Coet, CPA, Coet 2 CPAs, PC.
Sponsor: Home Care Assistance of Douglas County
January 15, 2019: 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"How Social Security Affects Your Practice Planning"
Presented By: Josh Weller, Social Security Administration.
Sponsor: Ann Coughenour and Cornerstone Home Lending
February 19, 2019. 11:30am - 1;00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Free Throws for Financial Professionals"
Presented By: Mike McGlothlin, CFP, CLU, ChFC, LUTCF, Executive Vice President for Ash Brokerage
Sponsor: Ash Brokerage
March 19, 2019. Networking Meeting.
Lone Tree Brewery
8200 Park Meadows Drive #8222 Lone Tree, CO 80124
5:30pm - 8:00pm
Sponsor: College Invest
April 16, 2019. 7:30am - 9:00am Breakfast Meeting.
Location: Eddie Merlot's Restaurant.
"Socially Responsible Investing"
Presented By: Jennifer Coombs, CRPC,
College for Financial Planning
Sponsor: Ohio National
Register for the Meeting by Clicking Here
May 21, 2019. 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Colorado's End-of-Life Options Act:
How the Law Works and Potential Issues"
Presented By: Paige Armstrong, Esq., Steenrod, Schwartz & McMinimee, LLP
Sponsor: Mass Mutual of Colorado
2017-2018 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 19, 2017: 7:15am - 9am Breakfast Meeting.
"Retaining Capital Through Premium Financing" Presented by Aurora Capital of San Diego, CA
Location: Eddie Merlot's Restaurant
Sponsored by Aurora Capital
October 17, 2017: 11:30am - 1:00pm Lunch Meeting
"Working Together to Achieve Client Success-A Multidisciplinary Approach"
An interactive case study panel discussion presented by Mark Masters, Esq.;
Steve Chase, ChFC, CLU; and Susan Baldwin, CFP.
Location: Eddie Merlot's Restaurant
Sponsored by Pacific Life
November 21, 2017: 7:15am - 9:00am Breakfast Meeting
"Annual Tax Update"
Presented by Fran Coet, CPA/CFF, CVA, CFP, CFFA, CDFA,
Location: Eddie Merlot's Restaurant
Sponsored by Home Care Assistance
December: No Meeting. Happy Holidays!
January 16, 2018: 11:30am - 1:00pm Lunch Meeting
"Grey Divorce"
Presented by Kim Willoughby, Esq.
Location: Eddie Merlot's Restaurant
Sponsored by Colleen Rideout and Retirement Funding Solutions
February 20, 2018: Social Event 5:30pm - 8:30pm
"Casino Night"!
Location: St. Patrick's Brewery
2842 W Bowles Ave, Littleton, CO 80120
Sponsored by College Invest
March 20, 2018: 11:30am - 1:00pm Lunch Meeting
"End of Life Planning"
Presented by Catherine Silburn, Esq.
Location: Eddie Merlot's Restaurant
Sponsored by Midland National
April 17, 2018: 7:15am - 9:00am Breakfast Meeting
Location: Eddie Merlot's Restaurant
"Steps to Attract and Work with Millennials As Both Clients and Colleagues"
Interactive Panel Discussion
May 15, 2018: 11:30am - 1:00pm Lunch Meeting
Location: Eddie Merlot's Restaurant
"The Magic of Charitable Giving".
Presentation by Bill Schmidt, Esq.
***Annual Meeting
Sponsored by Jackson National Life
2016-2017 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 19, 2016: 7:15am - 9:00am Breakfast Meeting
"How Much is Enough?" Questions, Conversations and Tools to Help Advisors &
Consultants Lead Crucial Conversations with Their Clients.
Presented by Timothy Belber, J.D., AEP
Sponsored by TCG Advisors
October 18, 2016: 5:30pm - 7:30pm Evening Social Event.
Location: Colorado Public Radio.
"An Evening at Colorado Public Radio".
Station tour and social event. Light dinner and drinks included.
November 15, 2016: 11:30am - 1pm. Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Annual Tax Update". One of our most popular meetings to learn what tax changes to prepare for before the end the year.
Presented by Victoria Marschner, CPA
Sponsored by MassMutual, Colorado
December: No Meeting. Happy Holidays!
January 17, 2017: 7:15am - 9am Breakfast Meeting.
Location: Eddie Merlot's Restaurant.
"Sex, Drugs and Rock and Roll". A fun and interactive panel discussion on handling beneficiary requests.
Presented by Peter Wall, Vice President and Trust Officer at Colorado State Bank and Trust; Marco Chayet, Esq., Chayet and Danzo, LLC; and Megan Brand, Executive Director of Colorado Fund for People with Disabilities.
Sponsored by Home Care Assistance
February 21, 2017: 11:30am - 1pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Learning the ins and outs of Reverse Mortgages".
Presented by: Colleen Rideout, Retirement Funding Solutions
Sponsored by Nationwide
March 21, 2017: 7:15am - 9am Breakfast Meeting.
Location: Eddie Merlot's Restaurant.
"Advanced Retirement Strategies."
A discussion of new opportunities with QLACs, cash-value life insurance and how to fit advanced strategies into current retirement plans. Presented by Mike McGlothlin, CLU, ChFC, CFP, LUTCF, Executive VP of Retirement at Ash Brokerage, SFSP National Board Member
Sponsored by Colleen Rideout, Retirement Funding Solutions
April 18, 2017: 11:30am -1pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Practice Succession-What Younger and Older Advisors Should Know About Transitioning Into and Out of Business."
Presented by Jim Aussem, Esq., Partner/Shareholder at Cavitch, Familo & Durkin CO. LPA, in Cleveland, OH.
Sponsored by College Invest
May 16, 2017: 7:15am - 9:30am ***Annual Meeting***
Location: Eddie Merlot's Restaurant.
"Planning For the Ultra High Net Worth Client."
Everyone dreams of the Mega client...learn via an actual case analysis what goes into preparing for and retaining high net worth clients.
Presented by The Law Firm of Ballard Spahr, LLP of Philadelphia, PA
Sponsored by Ann Coughenour, Cornerstone Home Lending, Inc.
2020-2021 FSP Meetings
August 17, 2020
Virtual Pop-Up Meeting, 11:30am - 12:30pm
"The Role of Philanthropy in Building and Strengthening Your Practice"
Presented by: Tim Belber JD AEP
Handouts:
Why Philanthropy Should Matter to Advisors
A Professional Advisor's Guide to Working with Non-Profit Organizations
CAP: Chartered Advisor in Philanthropy
Meeting Recording
September 15, 2020
Virtual via Zoom, 11:30am - 1:00pm
"Current Legal Concerns for 401(k) and 403(b) Plans: How to Help Your Clients Avoid Liability"
Presented by: Ed Frado, Esq.
Download presentation here.
Sponsor: Retirement Planning Services - RPS
Download sponsor presentation here.
October 20, 2020
Virtual via Zoom, 11:30am - 1:00pm
"Retirement and Estate Planning Intertwined"
Presented by: Mike Harris, CFP®, MPASsm, CRPC®
Handouts:
Back Door Roth IRA
CRPC IRA Phaseouts 2020
Everything You Always Wanted to Ask About the 10% EWP and IRAs
Hardship Withdrawal Provisions
Roth IRA Distributions are Different from Employer Roth Distributions
SECURE Act Update
Social Security Retirement Benefits for a Spouse or Surviving Spouse
Supersizing Retirement Contributions
Suspending Retirement Benefit Payments
Testing Testing Testing
2019-2020 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 17, 2019
11:30am - 1:00pm at Eddie Merlot's Restaurant
“Utilizing Business Valuations as a Door Opener to Business Owners”
Presented by, David Fein, CEO ValuSource, and Kevin Stockton, ChFC, CLU, RHU, Director of Sales for Online Business Valuation
Sponsor: Nationwide, Jim Caler, CLU, ChFC, CLTC, RVP Life Sales: Ed Fuentes, RVP Retirement Plans
October 15, 2019
11:30am - 1:00pm at Eddie Merlot's Restaurant
“New Horizons in Estate Planning”
Presented by, Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP
Sponsor: ValuSource, Kevin Stockton, CLU, ChFC, RHU
Register Here for the October Meeting!
November 19, 2019
11:30am - 1:00pm at Eddie Merlot's Restaurant
“2019 Tax Update”
Presented by, Fran Coet, CPA, CFF, CVA, CFP, MAFF
Sponsors: Jonathan Wells and David Peck, Home Care Assistance of Douglas County; Pete Lane, Home Care Assistance of Centennial; and Andy Ratana, Home Care Assistance of Denver
December- No Meeting
January 21, 2020
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Reverse Mortgages: Improving Longevity Risk.”
Presented by, Bob Muni
Sponsor: Silver Leaf Mortgage, Bob Muni, Sr. Loan Officer
February 18, 2020
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Building A Storybrand”
Presented by, Mike McGlothin, CFP, CLU, ChFC, LUTCF
Sponsor: Ash Brokerage, Debbie Stillahn, CLU, ChFC, CLTC
March 17, 2020 NOW VIA ONLINE FORMAT
Due to COVID-19
11:30am - 1:00pm
“Creating the Client Experience”
Presented by, Tim Belber, JD, AEP
Sponsor: Ohio National, Rick Bennight
April 21, 2020 CANCELED Due to COVID-19
Evening Social: "Luau" 5:30pm - 7:30pm
Eddie Merlot's Restaurant
Sponsor: Nathan Sumner
May 19, 2020 NOW VIA ONLINE FORMAT
Due to COVID-19
11:30am - 1:00pm at Eddie Merlot's Restaurant
Planning for Health Care Costs in Retirement”
Presented by, Doug Ewing, JD, VP Nationwide Retirement Institute,
Sponsor: Nationwide Ed Fuentes, RVP Retirement, & Jim Caler, CLU, ChFC, CLTC, RVP Life Sales
2018-2019 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 18, 2018: 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"The Retirement Income Gap"
Presented By: Kristen Billows, Regional VP Jackson National
Sponsor: Jackson National
October 16, 2018: 7:30am - 9:30am Breakfast Meeting
Location: Eddie Merlot's Restaurant.
"Go-Lucky Intensive Case Study"
Presented By: James Aussem, Esq.
Sponsor: James Aussem and Cavitch, Familo & Durkin CO., LPA Law Firm, Cleveland, OH
November 20, 2018: 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Fitting the Pieces Together:
Tax Planning under the Tax Cuts and Jobs Act of 2017"
Presented By: Fran Coet, CPA, Coet 2 CPAs, PC.
Sponsor: Home Care Assistance of Douglas County
January 15, 2019: 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"How Social Security Affects Your Practice Planning"
Presented By: Josh Weller, Social Security Administration.
Sponsor: Ann Coughenour and Cornerstone Home Lending
February 19, 2019. 11:30am - 1;00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Free Throws for Financial Professionals"
Presented By: Mike McGlothlin, CFP, CLU, ChFC, LUTCF, Executive Vice President for Ash Brokerage
Sponsor: Ash Brokerage
March 19, 2019. Networking Meeting.
Lone Tree Brewery
8200 Park Meadows Drive #8222 Lone Tree, CO 80124
5:30pm - 8:00pm
Sponsor: College Invest
April 16, 2019. 7:30am - 9:00am Breakfast Meeting.
Location: Eddie Merlot's Restaurant.
"Socially Responsible Investing"
Presented By: Jennifer Coombs, CRPC,
College for Financial Planning
Sponsor: Ohio National
Register for the Meeting by Clicking Here
May 21, 2019. 11:30am - 1:00pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Colorado's End-of-Life Options Act:
How the Law Works and Potential Issues"
Presented By: Paige Armstrong, Esq., Steenrod, Schwartz & McMinimee, LLP
Sponsor: Mass Mutual of Colorado
2017-2018 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 19, 2017: 7:15am - 9am Breakfast Meeting.
"Retaining Capital Through Premium Financing" Presented by Aurora Capital of San Diego, CA
Location: Eddie Merlot's Restaurant
Sponsored by Aurora Capital
October 17, 2017: 11:30am - 1:00pm Lunch Meeting
"Working Together to Achieve Client Success-A Multidisciplinary Approach"
An interactive case study panel discussion presented by Mark Masters, Esq.;
Steve Chase, ChFC, CLU; and Susan Baldwin, CFP.
Location: Eddie Merlot's Restaurant
Sponsored by Pacific Life
November 21, 2017: 7:15am - 9:00am Breakfast Meeting
"Annual Tax Update"
Presented by Fran Coet, CPA/CFF, CVA, CFP, CFFA, CDFA,
Location: Eddie Merlot's Restaurant
Sponsored by Home Care Assistance
December: No Meeting. Happy Holidays!
January 16, 2018: 11:30am - 1:00pm Lunch Meeting
"Grey Divorce"
Presented by Kim Willoughby, Esq.
Location: Eddie Merlot's Restaurant
Sponsored by Colleen Rideout and Retirement Funding Solutions
February 20, 2018: Social Event 5:30pm - 8:30pm
"Casino Night"!
Location: St. Patrick's Brewery
2842 W Bowles Ave, Littleton, CO 80120
Sponsored by College Invest
March 20, 2018: 11:30am - 1:00pm Lunch Meeting
"End of Life Planning"
Presented by Catherine Silburn, Esq.
Location: Eddie Merlot's Restaurant
Sponsored by Midland National
April 17, 2018: 7:15am - 9:00am Breakfast Meeting
Location: Eddie Merlot's Restaurant
"Steps to Attract and Work with Millennials As Both Clients and Colleagues"
Interactive Panel Discussion
May 15, 2018: 11:30am - 1:00pm Lunch Meeting
Location: Eddie Merlot's Restaurant
"The Magic of Charitable Giving".
Presentation by Bill Schmidt, Esq.
***Annual Meeting
Sponsored by Jackson National Life
2016-2017 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
September 19, 2016: 7:15am - 9:00am Breakfast Meeting
"How Much is Enough?" Questions, Conversations and Tools to Help Advisors &
Consultants Lead Crucial Conversations with Their Clients.
Presented by Timothy Belber, J.D., AEP
Sponsored by TCG Advisors
October 18, 2016: 5:30pm - 7:30pm Evening Social Event.
Location: Colorado Public Radio.
"An Evening at Colorado Public Radio".
Station tour and social event. Light dinner and drinks included.
November 15, 2016: 11:30am - 1pm. Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Annual Tax Update". One of our most popular meetings to learn what tax changes to prepare for before the end the year.
Presented by Victoria Marschner, CPA
Sponsored by MassMutual, Colorado
December: No Meeting. Happy Holidays!
January 17, 2017: 7:15am - 9am Breakfast Meeting.
Location: Eddie Merlot's Restaurant.
"Sex, Drugs and Rock and Roll". A fun and interactive panel discussion on handling beneficiary requests.
Presented by Peter Wall, Vice President and Trust Officer at Colorado State Bank and Trust; Marco Chayet, Esq., Chayet and Danzo, LLC; and Megan Brand, Executive Director of Colorado Fund for People with Disabilities.
Sponsored by Home Care Assistance
February 21, 2017: 11:30am - 1pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Learning the ins and outs of Reverse Mortgages".
Presented by: Colleen Rideout, Retirement Funding Solutions
Sponsored by Nationwide
March 21, 2017: 7:15am - 9am Breakfast Meeting.
Location: Eddie Merlot's Restaurant.
"Advanced Retirement Strategies."
A discussion of new opportunities with QLACs, cash-value life insurance and how to fit advanced strategies into current retirement plans. Presented by Mike McGlothlin, CLU, ChFC, CFP, LUTCF, Executive VP of Retirement at Ash Brokerage, SFSP National Board Member
Sponsored by Colleen Rideout, Retirement Funding Solutions
April 18, 2017: 11:30am -1pm Lunch Meeting.
Location: Eddie Merlot's Restaurant.
"Practice Succession-What Younger and Older Advisors Should Know About Transitioning Into and Out of Business."
Presented by Jim Aussem, Esq., Partner/Shareholder at Cavitch, Familo & Durkin CO. LPA, in Cleveland, OH.
Sponsored by College Invest
May 16, 2017: 7:15am - 9:30am ***Annual Meeting***
Location: Eddie Merlot's Restaurant.
"Planning For the Ultra High Net Worth Client."
Everyone dreams of the Mega client...learn via an actual case analysis what goes into preparing for and retaining high net worth clients.
Presented by The Law Firm of Ballard Spahr, LLP of Philadelphia, PA
Sponsored by Ann Coughenour, Cornerstone Home Lending, Inc.
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