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Add value. Add trust. Add growth.

NEW DATE: August 21, 2017
COCPA Office, Denver
RECOMMENDED CPE: 8.0
8:30 a.m. – 4:30 p.m.
The Personal Financial Planning Conference is a bi-annual conference for CPAs, financial planners, and business consultants to get the tools and insights needed to effectively serve your clients or plan your own retirement. The event provides strategic thinking about topics like retirement planning, social security, elder care, and estate planning from nationally recognized speakers.
Schedule

8:25 - 8:30 am

Welcome

8:30 - 10:10 am

Best Practices for Retirement Income - Dynamic
Approaches on Optimal Withdrawal Strategies

Wade Pfau Ph.D., CFA – The American College

10:10 - 10:25 am

Break

10:25 - 11:15 am

Use of Reverse Mortgages in Retirement

Wade Pfau Ph.D., CFA – The American College

11:15 am - 12:30 pm

Robo Advising - Why All the Interest?

Dave Stevens, CPA, PFS, CFP®, Moderator – Irongate
Financial Services Inc.

Mark Smith CFP®, CPA/PFS, CIMA® – M.J. Smith &
Associates

Scott Sprinkle, CPA/PFS, CGMA, CFP® – Sprinkle &
Associates LLC

Rick Rodgers, AIFA® – Innovest Portfolio Solutions LLC

12:30 - 1:20 pm

Lunch

1:20 - 2:35 pm

Retirees' Cost of Care Barometer

Jim Shambo, CPA/PFS (Retired)

2:35 - 2:50 pm

Break

2:50 - 3:40 pm

Healthcare - What Are My Options?

Connect for Health Colorado

3:40 - 4:30 pm

Experts Panel: On Today’s Hottest Financial Planning
Issues

Interactive session on today’s hottest financial planning issues.

Mark Smith CFP®, CPA/PFS, CIMA® – M.J. Smith & Associates

Scott Sprinkle, CPA/PFS, CGMA, CFP® – Sprinkle & Associates
LLC

Jim Shambo, CPA/PFS (Retired)

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