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

Would you consider using artificial intelligence in your office if you could save five hours per week?

Do you think that AI is just hype and being used for trivial tasks today?

If so, you should attend our chapter meeting when we welcome Craig Kirkpatrick,  a former mutual fund executive and advocate for the profession.  Craig is engaged with hundreds of financial advisors who want to learn, save time, and improve client connections. 

Craig founded Act-Three Consulting to teach and advise planners on using AI in their firms to save significant time while increasing the high-touch aspects of their business. He also co-founded Optimal AdvisorAI to educate financial advisors on using AI technology to enhance client relations and decision-making. 

After 1000 + hours and 5000 prompts working with AI models, Craig's presentation will include live demonstrations of how advisors use AI to save time.

He promises you will leave with new tools to immediately employ in your practice.

Attendees will earn 1 CFP®  CE credit for this session.

Click here for an intro from Craig Kirkpatrick and what you'll learn from his session.

Craig Kirkpatrick is a 30-year veteran of the Financial Services Industry and has worked directly with Financial Advisors during his career. He co-founded Optimal AdvisorAI to educate financial advisors on the use of AI technology to enhance client relations and decision-making. As a former mutual fund executive and advocate for the profession, Craig is engaged with hundreds of financial advisors who would like to learn, save time, and improve client connections. His efforts backed by over 5,000 interactions with AI models, have been well-received within the financial community due to his practical application in advisor practices. Craig's presentation will include demonstrations of how advisors are using AI to save time.

Our next presenter will be Marc McDonough who is CEO of TIFIN at Work.

Before joining TIFIN, Marc was Managing Director at Morgan Stanley in their Corporate Solutions (Morgan Stanley at Work) organization. He led Sales Enablement, Financial Wellness, Corporate Participant Services, Executive Financial Services, Designated Brokerage, Global Intelligence, and Digital Experience at various times in his Morgan Stanley career.

Previously, Marc was Senior Vice President (Managing Director) of Schwab’s Workplace Financial Solutions, which included the Investor Services B2B businesses: Compliance Solutions, Employee Branch, Financial Wellness, and Stock Plan Services. These teams supported over 2200 corporate clients with Equity Compensation, Designated Brokerage, Schwab Compliance Technology® and Financial Wellness programs. He previously served as Vice President and General Manager of Schwab Stock Plan Services.

Before that role, Marc was Vice President and Chief Operating Officer of ThomasPartners Investment Management® (TPI), an affiliate Registered Investment Advisor headquartered in Boston, Massachusetts. ThomasPartners grew from $2b in assets in 2013 to over $15b today. At TPI, he was Vice Chairman of the Management Committee and a member of the Investment Committee. He had responsibility for Client Portfolio Managers, Trading, Portfolio Strategists, and Client Service and Operations. He led the development and implementation of the business integration, client service, and growth plan.

Prior to joining TPI, Marc was Vice President of Schwab Private Client Investment Advisory where he led a group of 100+ Private Client Advisors who partner with clients holding combined assets of more than $15 billion in fee-based advice offerings. From 2005-2010, he was a managing director in Portfolio Consulting and has had various leadership roles at Charles Schwab & Co. in Portfolio Consulting, Active Trader, and Options.

Attendees will earn 1 CFP®  CE credit for this session.

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 Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

Tickets

$39.00 COFPA Members
$49.00 after 12:00 am July 22

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

$49.00 Non Members
$59.00 after 12:00 am July 22