2.0 CFP CEs

Attend in person at Maggiano's in DTC, or attend virtually.

PROGRAM

Economic Update on the U.S. and Colorado
with Nick Sly, Federal Reserve Bank

In this presentation we will discuss the national and regional economy, along with an update on monetary policy. Key specific economic indicators for Colorado and the United States to be touched on will include:

• Monetary policy
• Employment
• Housing
• Inflation
• GDP
• Energy
• Agriculture
• Banking

Rewirement: Managing Emotions and Retirement Income in 2022
with Jamie Hopkins, ESQ, MBA, CFP®, LLM, CLU®, ChFC®, RICP®, Carson Coaching

Almost every year I say, “No one saw that coming.” The world, market, and future are filled with uncertainty. This uncertainty plays a huge role in our behavior and decision making. Fear, joy, and our past experiences can also be a major driver in our lives and directly impact our financial future. 

While you cannot remove emotions from our financial planning, we can become better students of how and why we make decisions. With more knowledge around our behavioral biases and tendencies we can put in systems and processes to help provide structure to make more informed decisions. This presentation reviews behavioral finance and specifically looks at how it impacts not just our financial future but our retirement income planning.

• Understand the behavioral biases and psychological hurdles
• Utilizing best practices of behavioral finance to improve client outcomes
• Review how to move a client from an accumulation mindset to a distribution mindset.

The program starts with a New Member Orientation at 11:15. Networking starts at 11:30, and lunch starts at noon or a few minutes before. Attend in person or by Zoom.

Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

Tickets

$39.00 FPA Members and Partners, In Person
$49.00 after 11:59 am April 19

$49.00 Nonmembers, In Person
$59.00 after 11:59 am April 19

$29.00 Virtual Attendance - FPA Members and Partners
$39.00 after 11:59 am April 19

$39.00 Virtual Attenance, Nonmembers
$49.00 after 11:59 am April 19