Update Your Calendar. Meeting Dates and Times for FSP Events:
2022-2023 FSP Meetings
February 21, 2023
Zoom Conference Call
11:30am - 1:00pm
"The Secondary Market for Life Insurance: Current Trends, New Applications"
Presented by: Peter M. Hershon, Coventry
Sponsor: Sam Brenman, Conventry
Register here.
January 17, 2023
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Social Security Update"
Presented by: Josh Weller, Social Security Administration
Sponsor: Stacey Branch, Ameritas
Download sponsor handout Retirement Plans You Can Count On here
Register here.
December 1, 2022
Virtual via Zoom
4:00pm - 5:30pm
"Happy Hour State of the State of the Rocky Mountain SFSP Chapter"
Register here.
November 15, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"The Fiscal and Economic Impact of the Inflation Reduction Act of 2022"
Presented by: Michael Angell, College for Financial Planning
Register here.
October 18, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Real Estate Tax Strategies"
Presented by: Andy Raney, Cantor Fitzgerald
Sponsor: Desiree Besharat, Ash Brokerage
Register here.
September 20, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Bitcoin, Cryptocurrency, and Blockchain Technology"
Presented by: Matt Millen, Denver Crypto Group
Register here.
August 16, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
5:00pm - 7:00pm
"Summer Social"
Sponsor: George Bain, Fairway Independent Mortgage Corporation
2021-2022 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 17, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"State of the State"
Presented by: Senator Jim Smallwood
Register here.
Download slide deck here.
View meeting recording here.
April 19, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Retirement Planning Panel"
Panelists:
Financial Advisor: Nathan Sumner, CFP, QKA, CPFA, SUM Financial Services Group
Recordkeeper: Stacey Branch, CRPS, RVP, Ameritas
Third Party Administrator (TPA): Aaron Hutsch, Farmer & Betts, Inc
ERISA Attorney: Molly Callender Hobbs, Partner, Husch Blackwell
Register here.
View meeting recording here.
March 15, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Six Accelerants to a High Performing Practice"
Presented by: Mike McGlothlin, ChFC®, CLU®, CFP®, LUTCF®
Sponsor: Stacey Branch, Ameritas
Download "401(k) Plans You Can Count On" here.
Download sponsor slide deck here.
View meeting recording here.
Download presenter slide deck here.
Register here.
February 15, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Challenges and Solutions for Divorcing at an Elder Age"
Presented by: Dr. Sara Stolberg Berkowicz, CFP®, CDFA®
Sponsor: Andy Raney, Cantor Fitzgerald Capital
Download sponsor handout here.
Download sponsor slide deck here.
Download "Real Estate Tax Strategies" here.
View meeting recording here.
Register here.
January 18, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Insurance Funding and Alternatives in Buy-Sell Planning"
Presented by: James S. Aussem
Register here.
Download slide deck here.
View presentation video here.
November 16, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Looking through the Crystal Ball, Tax Updates for 2022"
Presented by: Michael Angell, MSF, CFP®, EA, College for Financial Planning
Register here.
October 19, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Underlying Benefits of Reverse Mortgages"
Presented by: George Bain and Harlan Accola, Fairway Independent Mortgage Corporation
Register here.
September 21, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"What To Do When Your Client Becomes Disabled"
Presented by: R. Eric Solem, JD, Elder Law Attorney, Solem Williams & McKinley, P.C.
Sponsor: Todd Shield, Petersen International Underwriters
Register here.
August 17, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
5:00pm - 7:00pm
"Summer Social Event"
Sponsor: George Bain, Fairway
Register here.
2020-2021 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 18, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Practical Asset Protection Planning"
Presented by: James S. Aussem, Shareholder and Board Member, Cavitch Familo & Durkin, Co., LPA
Download presentation here.
View meeting recording here.
April 20, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Economic Indicators: Filtering Out the Noise and Panic to Get Good Information"
Presented by: Cindy Shnaider, Graduate Coordinator, Professor, College for Financial Planning
Download presentation here.
March 16, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Ethics Case Studies for Financial Service Professionals"
Handout: Ethics Case Studies
February 16, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Adventures in Charitable Planning"
Presented by: Mark Masters and Jamie Mager
Download presentation here.
Presenter handout:
Gift Planning Options and Strategies
Adventures in Charitable Giving Handout
January 19, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Six Accelerants to a High Performing Practice"
Presented by: Mike McGlothlin, ChFC®, CLU®, CFP®, LUTCF®
Sponsor: Home Care Assistance
Sponsor handout:
How to Identify the Need for In-Home Care
Activities that Promote a Healthy Mind, Body, and Spirit
November 17, 2020
Virtual via Zoom, 11:30am - 1:00pm
"2021 Tax Concerns"
Presented by: Michael Angell, MSF, CFP, EA
Download presentation here.
Sponsor: Jackson National
Sponsor handouts:
Protecting Your Retirement Income
The Difference a Variable Annuity Can Make
When Ordinary Income Tax Rates Outshine Capital Gains Rates
How Jackson got to be the #1 Annuity Company
October 20, 2020
Virtual via Zoom, 11:30am - 1:00pm
"Retirement and Estate Planning Intertwined"
Presented by: Mike Harris, CFP®, MPASsm, CRPC®
Download presentation here.
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
What is a Reasonable Retirement Savings Percentage
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.
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
2019-2020 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 19, 2020 NOW VIA ONLINE FORMAT Due to COVID-19
11:30am - 1:00pm
"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
April 21, 2020 CANCELED Due to COVID-19
5:30pm - 7:30pm at Eddie Merlot's Restaurant
Evening Social: "Luau"
Sponsor: Nathan Sumner
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
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
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
December- No 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
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
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
2018-2019 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 21, 2019
11:30am - 1:00pm at 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
April 16, 2019
7:30am - 9:00am at Eddie Merlot's Restaurant
"Socially Responsible Investing"
Presented By: Jennifer Coombs, CRPC, College for Financial Planning
Sponsor: Ohio National
March 19, 2019
5:30pm - 8:00pm
Lone Tree Brewery, 8200 Park Meadows Drive #8222 Lone Tree, CO 80124
Networking Meeting
Sponsor: College Invest
February 19, 2019
11:30am - 1:00pm at 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
January 15, 2019
11:30am - 1:00pm at 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
November 20, 2018
11:30am - 1:00pm at 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
October 16, 2018
7:30am - 9:30am at 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
September 18, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"The Retirement Income Gap"
Presented By: Kristen Billows, Regional VP Jackson National
Sponsor: Jackson National
2017-2018 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 15, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"The Magic of Charitable Giving"
Presentation by Bill Schmidt, Esq.
Sponsored by Jackson National Life
***Annual Meeting***
April 17, 2018
7:15am - 9:00am at Eddie Merlot's Restaurant
"Steps to Attract and Work with Millennials As Both Clients and Colleagues"
Interactive Panel Discussion
March 20, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"End of Life Planning"
Presented by Catherine Silburn, Esq.
Sponsored by Midland National
February 20, 2018
5:30pm - 8:30pm
St. Patrick's Brewery, 2842 W Bowles Ave, Littleton, CO 80120
"Casino Night!" Social Event
Sponsored by College Invest
January 16, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Grey Divorce"
Presented by Kim Willoughby, Esq.
Sponsored by Colleen Rideout and Retirement Funding Solutions
December: No Meeting. Happy Holidays!
November 21, 2017
7:15am - 9:00am at Eddie Merlot's Restaurant
"Annual Tax Update"
Presented by Fran Coet, CPA/CFF, CVA, CFP, CFFA, CDFA
Sponsored by Home Care Assistance
October 17, 2017
11:30am - 1:00pm at Eddie Merlot's Restaurant
"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
Sponsored by Pacific Life
September 19, 2017:
7:15am - 9am at Eddie Merlot's Restaurant
"Retaining Capital Through Premium Financing"
Presented by Aurora Capital of San Diego, CA
Sponsored by Aurora Capital
2016-2017 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 16, 2017:
7:15am - 9:30am at Eddie Merlot's Restaurant
"Planning For the Ultra High Net Worth Client"
Presented by The Law Firm of Ballard Spahr, LLP of Philadelphia, PA
Sponsored by Ann Coughenour, Cornerstone Home Lending, Inc.
***Annual Meeting***
April 18, 2017
11:30am - 1:00pm at 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., Cavitch, Familo & Durkin CO. LPA
Sponsored by College Invest
March 21, 2017
7:15am - 9:30am at Eddie Merlot's Restaurant
"Advanced Retirement Strategies"
Presented by Mike McGlothlin, CLU, ChFC, CFP, LUTCF, Ash Brokerage, SFSP National Board Member
Sponsored by Colleen Rideout, Retirement Funding Solutions
February 21, 2017
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Learning the ins and outs of Reverse Mortgages"
Presented by: Colleen Rideout, Retirement Funding Solutions
Sponsored by Nationwide
January 17, 2017
7:15am - 9:30am at Eddie Merlot's Restaurant
"Sex, Drugs and Rock and Roll"
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
December: No Meeting. Happy Holidays!
November 15, 2016
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Annual Tax Update"
Presented by Victoria Marschner, CPA
Sponsored by MassMutual, Colorado
October 18, 2016
5:30pm - 7:30pm at Colorado Public Radio
"An Evening at Colorado Public Radio" Social Event
Station tour and social event. Light dinner and drinks included.
September 19, 2016
7:15am - 9:30am at Eddie Merlot's Restaurant
"How Much is Enough?"
Presented by Timothy Belber, J.D., AEP
Sponsored by TCG Advisors
2022-2023 FSP Meetings
February 21, 2023
Zoom Conference Call
11:30am - 1:00pm
"The Secondary Market for Life Insurance: Current Trends, New Applications"
Presented by: Peter M. Hershon, Coventry
Sponsor: Sam Brenman, Conventry
Register here.
January 17, 2023
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Social Security Update"
Presented by: Josh Weller, Social Security Administration
Sponsor: Stacey Branch, Ameritas
Download sponsor handout Retirement Plans You Can Count On here
Register here.
December 1, 2022
Virtual via Zoom
4:00pm - 5:30pm
"Happy Hour State of the State of the Rocky Mountain SFSP Chapter"
Register here.
November 15, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"The Fiscal and Economic Impact of the Inflation Reduction Act of 2022"
Presented by: Michael Angell, College for Financial Planning
Register here.
October 18, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Real Estate Tax Strategies"
Presented by: Andy Raney, Cantor Fitzgerald
Sponsor: Desiree Besharat, Ash Brokerage
Register here.
September 20, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Bitcoin, Cryptocurrency, and Blockchain Technology"
Presented by: Matt Millen, Denver Crypto Group
Register here.
August 16, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
5:00pm - 7:00pm
"Summer Social"
Sponsor: George Bain, Fairway Independent Mortgage Corporation
2021-2022 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 17, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"State of the State"
Presented by: Senator Jim Smallwood
Register here.
Download slide deck here.
View meeting recording here.
April 19, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Retirement Planning Panel"
Panelists:
Financial Advisor: Nathan Sumner, CFP, QKA, CPFA, SUM Financial Services Group
Recordkeeper: Stacey Branch, CRPS, RVP, Ameritas
Third Party Administrator (TPA): Aaron Hutsch, Farmer & Betts, Inc
ERISA Attorney: Molly Callender Hobbs, Partner, Husch Blackwell
Register here.
View meeting recording here.
March 15, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Six Accelerants to a High Performing Practice"
Presented by: Mike McGlothlin, ChFC®, CLU®, CFP®, LUTCF®
Sponsor: Stacey Branch, Ameritas
Download "401(k) Plans You Can Count On" here.
Download sponsor slide deck here.
View meeting recording here.
Download presenter slide deck here.
Register here.
February 15, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Challenges and Solutions for Divorcing at an Elder Age"
Presented by: Dr. Sara Stolberg Berkowicz, CFP®, CDFA®
Sponsor: Andy Raney, Cantor Fitzgerald Capital
Download sponsor handout here.
Download sponsor slide deck here.
Download "Real Estate Tax Strategies" here.
View meeting recording here.
Register here.
January 18, 2022
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012 or via Zoom
11:30am - 1:00pm
"Insurance Funding and Alternatives in Buy-Sell Planning"
Presented by: James S. Aussem
Register here.
Download slide deck here.
View presentation video here.
November 16, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Looking through the Crystal Ball, Tax Updates for 2022"
Presented by: Michael Angell, MSF, CFP®, EA, College for Financial Planning
Register here.
October 19, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"Underlying Benefits of Reverse Mortgages"
Presented by: George Bain and Harlan Accola, Fairway Independent Mortgage Corporation
Register here.
September 21, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
11:30am - 1:00pm
"What To Do When Your Client Becomes Disabled"
Presented by: R. Eric Solem, JD, Elder Law Attorney, Solem Williams & McKinley, P.C.
Sponsor: Todd Shield, Petersen International Underwriters
Register here.
August 17, 2021
ViewHouse, 7101 South Clinton Street, Centennial, CO 80012
5:00pm - 7:00pm
"Summer Social Event"
Sponsor: George Bain, Fairway
Register here.
2020-2021 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 18, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Practical Asset Protection Planning"
Presented by: James S. Aussem, Shareholder and Board Member, Cavitch Familo & Durkin, Co., LPA
Download presentation here.
View meeting recording here.
April 20, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Economic Indicators: Filtering Out the Noise and Panic to Get Good Information"
Presented by: Cindy Shnaider, Graduate Coordinator, Professor, College for Financial Planning
Download presentation here.
March 16, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Ethics Case Studies for Financial Service Professionals"
Handout: Ethics Case Studies
February 16, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Adventures in Charitable Planning"
Presented by: Mark Masters and Jamie Mager
Download presentation here.
Presenter handout:
Gift Planning Options and Strategies
Adventures in Charitable Giving Handout
January 19, 2021
Virtual via Zoom, 11:30am - 1:00pm
"Six Accelerants to a High Performing Practice"
Presented by: Mike McGlothlin, ChFC®, CLU®, CFP®, LUTCF®
Sponsor: Home Care Assistance
Sponsor handout:
How to Identify the Need for In-Home Care
Activities that Promote a Healthy Mind, Body, and Spirit
November 17, 2020
Virtual via Zoom, 11:30am - 1:00pm
"2021 Tax Concerns"
Presented by: Michael Angell, MSF, CFP, EA
Download presentation here.
Sponsor: Jackson National
Sponsor handouts:
Protecting Your Retirement Income
The Difference a Variable Annuity Can Make
When Ordinary Income Tax Rates Outshine Capital Gains Rates
How Jackson got to be the #1 Annuity Company
October 20, 2020
Virtual via Zoom, 11:30am - 1:00pm
"Retirement and Estate Planning Intertwined"
Presented by: Mike Harris, CFP®, MPASsm, CRPC®
Download presentation here.
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
What is a Reasonable Retirement Savings Percentage
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.
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
2019-2020 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 19, 2020 NOW VIA ONLINE FORMAT Due to COVID-19
11:30am - 1:00pm
"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
April 21, 2020 CANCELED Due to COVID-19
5:30pm - 7:30pm at Eddie Merlot's Restaurant
Evening Social: "Luau"
Sponsor: Nathan Sumner
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
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
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
December- No 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
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
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
2018-2019 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 21, 2019
11:30am - 1:00pm at 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
April 16, 2019
7:30am - 9:00am at Eddie Merlot's Restaurant
"Socially Responsible Investing"
Presented By: Jennifer Coombs, CRPC, College for Financial Planning
Sponsor: Ohio National
March 19, 2019
5:30pm - 8:00pm
Lone Tree Brewery, 8200 Park Meadows Drive #8222 Lone Tree, CO 80124
Networking Meeting
Sponsor: College Invest
February 19, 2019
11:30am - 1:00pm at 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
January 15, 2019
11:30am - 1:00pm at 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
November 20, 2018
11:30am - 1:00pm at 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
October 16, 2018
7:30am - 9:30am at 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
September 18, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"The Retirement Income Gap"
Presented By: Kristen Billows, Regional VP Jackson National
Sponsor: Jackson National
2017-2018 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 15, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"The Magic of Charitable Giving"
Presentation by Bill Schmidt, Esq.
Sponsored by Jackson National Life
***Annual Meeting***
April 17, 2018
7:15am - 9:00am at Eddie Merlot's Restaurant
"Steps to Attract and Work with Millennials As Both Clients and Colleagues"
Interactive Panel Discussion
March 20, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"End of Life Planning"
Presented by Catherine Silburn, Esq.
Sponsored by Midland National
February 20, 2018
5:30pm - 8:30pm
St. Patrick's Brewery, 2842 W Bowles Ave, Littleton, CO 80120
"Casino Night!" Social Event
Sponsored by College Invest
January 16, 2018
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Grey Divorce"
Presented by Kim Willoughby, Esq.
Sponsored by Colleen Rideout and Retirement Funding Solutions
December: No Meeting. Happy Holidays!
November 21, 2017
7:15am - 9:00am at Eddie Merlot's Restaurant
"Annual Tax Update"
Presented by Fran Coet, CPA/CFF, CVA, CFP, CFFA, CDFA
Sponsored by Home Care Assistance
October 17, 2017
11:30am - 1:00pm at Eddie Merlot's Restaurant
"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
Sponsored by Pacific Life
September 19, 2017:
7:15am - 9am at Eddie Merlot's Restaurant
"Retaining Capital Through Premium Financing"
Presented by Aurora Capital of San Diego, CA
Sponsored by Aurora Capital
2016-2017 Past Event Dates and Times:
Thank You to Our Speakers and Sponsors
Member and Guests for making these
events so successful!
May 16, 2017:
7:15am - 9:30am at Eddie Merlot's Restaurant
"Planning For the Ultra High Net Worth Client"
Presented by The Law Firm of Ballard Spahr, LLP of Philadelphia, PA
Sponsored by Ann Coughenour, Cornerstone Home Lending, Inc.
***Annual Meeting***
April 18, 2017
11:30am - 1:00pm at 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., Cavitch, Familo & Durkin CO. LPA
Sponsored by College Invest
March 21, 2017
7:15am - 9:30am at Eddie Merlot's Restaurant
"Advanced Retirement Strategies"
Presented by Mike McGlothlin, CLU, ChFC, CFP, LUTCF, Ash Brokerage, SFSP National Board Member
Sponsored by Colleen Rideout, Retirement Funding Solutions
February 21, 2017
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Learning the ins and outs of Reverse Mortgages"
Presented by: Colleen Rideout, Retirement Funding Solutions
Sponsored by Nationwide
January 17, 2017
7:15am - 9:30am at Eddie Merlot's Restaurant
"Sex, Drugs and Rock and Roll"
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
December: No Meeting. Happy Holidays!
November 15, 2016
11:30am - 1:00pm at Eddie Merlot's Restaurant
"Annual Tax Update"
Presented by Victoria Marschner, CPA
Sponsored by MassMutual, Colorado
October 18, 2016
5:30pm - 7:30pm at Colorado Public Radio
"An Evening at Colorado Public Radio" Social Event
Station tour and social event. Light dinner and drinks included.
September 19, 2016
7:15am - 9:30am at Eddie Merlot's Restaurant
"How Much is Enough?"
Presented by Timothy Belber, J.D., AEP
Sponsored by TCG Advisors