8th Annual Forum with Keynote Carl Richards and more

October 02, 2024
8:00 AM MDT - 7:00 PM MDT
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Forum Investment Group
240 Saint Paul St,, Ste 400
Denver, CO 80206
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Up to six IAR CEs just added!

Sessions  8:00 AM - 4:45 PM followed by a happy hour

Agenda     Speakers     Exhibits

Keynote Speaker and Workshop

Carl Richards, "The Sketch Guy"

Carl Richards is a dynamic international speaker and author, well known for his ability to simplify the most complex money ideas. The financial world is traditionally complex and not very friendly to the average individual. Carl Richards cuts through this complexity by creating easy-to-understand sketches that simplify the challenging, but important, subject of finance.

As Carl’s sketches have reached a wider audience, his speaking engagements have grown to include presentations that focus on design and the value of images to communicate big ideas.  Learn more....

Attendees will receive a hard copy of Carl's book Real Financial Planning. A Manifesto for Real Financial Professionals at the event plus a link for a free digital download with your registration confirmation. Attendees will earn 1 CFP®  CE credit for the keynote session.

VIP ticket holders will be the first to have the opportunity for the author to sign their free copies of this book. Autographs for general admission ticket holders will follow.

Legendary quarterback Peyton Manning

Life After Football

After a long day of financial talk, kick back and be inspired by fellow Colorado resident Peyton Manning.  He will speak briefly about changes in his life after retirement from the National Football League.

Be inspired and in awe of his achievements and down-to-earth approach to living life to its fullest potential. 

Peyton Manning, the NFL's only five-time Most Valuable Player and a 14-time Pro Bowl selection, has earned his place among the greatest quarterbacks in league history as one of the leaders in nearly every statistical passing category. Manning was selected for induction into the Pro Football Hall of Fame's Class of 2021. A first-ballot Hall of Fame selection, Manning was enshrined in Canton, OH in August of 2021.  Learn more...

Chris Bodnar and Amanda Houghton, Prescriptive Capital Partners

 
Unlock the potential of alternative real estate assets with our expert insights. Explore diverse sectors such as healthcare, senior housing, life sciences, self-storage, and data centers. Discover why location is crucial for maximizing returns and learn how to measure key components of IRR, including cash flow, rent growth, and residual value. 

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

We are offering a VIP ticket for the Ultimate Forum experience!

VIP Ticket Benefits Include:

  • Preferred seating in upgraded chairs in the first 4 rows of the audience.
  • First in line to get your free copy of a book signed by Carl Richards.
  • Exclusive VIP bar for the happy hour and (3) drink tickets. 
  • Will be entered in a drawing for a prize.
  • Plus all General Admission benefits.  

General Admission Tickets include:

  • A copy of Carl Richards's book, Real Financial Planning. A Manifesto for Real Financial Professionals via digital link with your registration. Plus a hard copy at the event to be signed by the author!
  • Breakfast and coffee/tea, lunch, and complimentary beverage station throughout the day.
  • Happy Hour includes 2 drink tickets and heavy appetizers enjoyed on the outdoor patio with an elevated view of Cherry Creek North and the Rocky Mountains.

Thank you to our event sponsors:

Venue/lunch  Breakfast Happy Hour

General Admission and VIP tickets are SOLD OUT! We've JUST opened up new tickets with an opportunity to attend on another level. You'll attend breakout sessions in person, and the keynote sessions will be streamed into the additional room. Contact us at [email protected] if you want to be put on a waiting list for any cancellations (and let us know whether you're looking for a VIP ticket or a General Admission ticket) - or ensure your spot by registering for a 2nd level ticket today! 

IAR CE Disclaimer: NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

 

 

Tickets

$125.00 Members - On Another Level (keynote session will be simulcast)
$135.00 after 11:59 pm September 25

$125.00 FPA Members and Partners - On Another Level (keynotes will be simulcast)
$135.00 after 11:59 pm September 25

$175.00 Nonmembers - On Another Level (keynote session will be simulcast)
$185.00 after 11:59 pm September 25