Promoting and advancing financial planning to members and our local community.
Denver, CO
Joined January 2012
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Come and learn from Dr. Moira Somers, one of the faculty members from the Financial Transitionist Institute at the October 27th Chapter event. cofpa.org/meetinginfo.php?id… #advicesticks #suddenmoney #successionplanning #behavioralfinance #estateplanning #cfp #denverfinancialgroup
TOMORROW-don't miss this fun mixer with industry groups and a costume contest.
Register today at cofpa.org/meetinginfo.php?id…
#cfp #fpacolorado #financialadvisor #cocpa #financialplanner #denverfinance
Get registered for our October Chapter event. Be prepared for takeaways you can use with your clients in all stages of life. #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning
Business Valuations. Perception vs. reality
Register here cofpa.org/meetinginfo.php?id… #businessvalution #businesssale #financialplanning @TatianaDemoraes #TransworldBusinessAdvisors #freeCE #certifiedfinancialplanner #rockymountainfinancial #cofpa2023 #wealthmanagement
Register today at cofpa.org
#cofpa2023 #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices #ria @selectsectorspdr @Paul Baiocchi @ss&calps
Need a reason to volunteer Pro Bono, check out this article on some of the benefits you might not know hubbis.com/news/new-study-re…
Then register for Denver Financial Planning Day at cofpa.org/meetinginfo.php?id…
Register today at cofpa.org
#cofpa2023 #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices #ria @selectsectorspdr @Paul Baiocchi @ss&calps
Register today at cofpa.org/meetinginfo.php?id…
Let us know who you think is the CFP in the comments!
@fpacolorado @DBA_YLD@COCPAs
Member volunteers are needed to assist with Financial Planning, one-on-one planning sessions, educational presentations, and logistics. Sign up at cofpa.org/meetinginfo.php?id…
#financialadvisors #financialplanner #assetmanagement #retirementplanning #wealthmanagement
Register today at cofpa.org
#cofpa2023 #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices #ria @selectsectorspdr @Paul Baiocchi @ss&calps
Our Annual Forum is one of the highlights of the year. You going to be there right?
September 14, 8:00 am, the fun begins with education and ways to build your business relationships.
Make life better for your clients. Register now: cofpa.org/Annual_Forum
Space is limited, don't wait to register at cofpa.org/meetinginfo.php?id…
#winetasting #cofpa2023 #nextgen #cfp #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices
Interest rates are continuing to climb for our 7th Annual Forum. Have you registered yet? More importantly did you share your BOGO code? Learn more about why you need to attend here cofpa.org/Annual_Forum
Tomorrow, August 25th is the discount deadline for Forum tickets. Don't delay, get your ticket today at
cofpa.org/Annual_Forum #cfp #fpacolorado #financialadvisors #certifiedfinancialplanner #assetmanagement #financialplanner #retirement
Don't miss out on this topic from our partners at Allianz. What do you think Decumulation Diversification can do for your clients? Learn more tomorrow, sign up now at cofpa.org/meetinginfo.php?id… @allianz
Certain to be intriguing for anyone in the financial business or anyone nearing retirement. Sign up now at cofpa.org/meetinginfo.php?id….
Don't miss our Partner CE Series this Thursday, August 24.
Our 11:00am breakout session will provide insight on Advanced Tax Strategies by Incorporating Home Equity.
REGISTER at cofpa.org/Annual_Forum
#taxstrategy #fairwaymortgage #christinejensen #barryhsacks #financialadvisor #assetmanagement #financialplanner #retirementplanning
Behavioral Finance-what's that all about? Come and learn from our breakout session speaker
Ryan Bertrand, CFP®, CLU®, with Transamerica.
REGISTER at cofpa.org/Annual_Forum @transamerica @behavioralfinance @financialplanning
Yes, you can still register today at
cofpa.org/meetinginfo.php?id…
#certifiedfinancialplanner #assetmanagement #financialplanner #ashbrokerage @paulkingsman