CE sessions will start at 2:30 pm followed by a happy hour at 5:00 pm

A Whole New World of Estate Planning

and 

The Evolving Landscape of Indexing 

What’s new and modern in the estate planning session?

·        The boundaries of unauthorized practice of law when offering estate planning

·        Distinguish the ethical and economic conflicts inherent in estate planning

·        Refine the non-drafting service offerings and tools advisors may provide

·        Determine the appropriate estate planning tech tools for different types of clients

·        Build and market a unique estate planning or advisory offering

Traditionally, estate planning has been the exclusive purview of attorneys. Increasingly, however, financial advisors are finding ways to educate and serve the estate and legacy needs of clients.

In this presentation, you will learn about the advantages and shortcomings of a variety of advisor-focused estate planning tools such as document generation software, estate mapping software, and even AI.

Attendees will be eligible for 1 CFP^®  CE credit for each session. 

After a short break, we invite you to join us for an engaging session where we'll explore the dynamic evolution of indexing.

Discover the latest trends in ETFs, including strategic beta strategies and the rising popularity of actively managed ETFs. Gain valuable insights into the growth and versatility of bond ETFs, especially in advisor portfolios.

Delve into the world of direct indexing and uncover its industry growth, tax-efficient alpha generation, and operational nuances compared to traditional investment vehicles. Learn how direct indexing stacks up against SMAs, mutual funds, and ETFs, and understand key considerations for transitioning portfolios.

Explore the art of portfolio construction with a focus on the efficient frontier and risk budgeting strategies using index products. And finally, gain an understanding of proxy voting programs and the differences in processes between ETFs and direct indexing.

 Meet our speakers

Griffin Bridgers, J.D., LL.M. 

He’s the owner of Bridgers Wealth Strategies, LLC,  dedicated to helping financial advisors build, maintain, and scale tax and estate planning services.

Griffin is one of the nation's few attorney thought leaders covering the intersection of estate planning and wealth management.

After 14 years in private practice serving ultra-high-net-worth individuals and business owners, Griffin now serves the educational needs of hundreds of tax and wealth professionals through his YouTube channel and newsletter.

Eliot Bishop,  Director and Senior Investment Portfolio Strategist

Charles Schwab Asset Management 

Mr. Bishop has over 15 years of experience in the exchange-traded fund (ETF) industry, ranging from ETF sales and product management at BlackRock and Charles Schwab & Co., Inc. to ETF evaluation and selection in client portfolios at a Registered Investment Advisor (RIA) firm.

He also has significant experience educating investors on index mutual funds and ETFs and the nuances of product structure, due diligence, and selection.

Mr. Bishop’s expertise in the ETF industry and strategic beta strategies has provided him with deep insight into the evolving investment needs of a broad range of clients, including fund analysts, advisors, and retail investors.

FPA of Colorado 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 Monday prior to the meeting date. No refunds or transfers will be issued after that date.

Tickets

$39.00 COFPA Member
$49.00 after 12:00 am April 22

$39.00 FPA Members and Partners
$49.00 after 12:00 am April 22

$49.00 Non Member
$59.00 after 12:00 am April 22