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2021 Personal Financial Planning Conference


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. This event provides strategic thoughts from nationally recognized speakers on hot topics including: The state of the economy, portfolio management, tax and estate planning.

Continue scrolling to Register for both days of the Conference!
Please note: This two-day conference is worth a total of 9 CPE credits.

Can’t attend both days? You can register for just one day of the Conference as well!
Click Here to register for Day 1 of the Not-for-Profit Conference.
Click Here to register for Day 2 of the Not-for-Profit Conference.

Learning Objectives

Update CPAs on the current developments in the personal financial planning arena.

Colorado Society of CPAs
Course Level
CPE Field of Study
Who Should Attend

CPAs in the Personal Financial Planning Arena



Advanced Preparation


Event Information
August 4 - 5, 2021
8:30 am - 12:35 pm MDT
Total CPE Credits


Day 1

8:30 am
The Long-Term Outlook for the Economy and Investment Implications
Scott Middleton and Steven Fraley CFA, MBA

Learning Objective:
Where is the economy headed, and what are the implications for long-term investment returns? How do successful investors navigate through market volatility? 

Major Subjects:
In 2020 the U.S. experienced its deepest and shortest recession. What’s next for the economy and what are the key indicators to watch?
What is the starting point for all investment decisions?
What are reasonable return expectations for cash, bonds, and stocks for the next five to 10 years?

9:25 am
Storytelling in the Age of Data: The Evolution of Investing
Apollo Lupescu PhD

Learning Objectives:
How to improve their communication skills.
Understand how investment strategies have changed in the age of computers and data.
Highlight an academic approach used by many sophisticated institutional investors.
How to discuss current investment issues with end clients. 

Major Subjects:
Communication strategies using behavioral finance insights;
A unique perspective of how investing has changed over time, and what advisors can do to stay ahead to help their clients achieve financial objectives.
Effectively addressing current investment concerns with end clients.

10:40 am
10:50 am
Using Science and Technology to Build Better Portfolios: Factor Investing, UMAs, and Direct Indexing
Donald Calcagni CFP®, MST

Learning Objective:
This presentation will focus on building better portfolios through factor investing and technology.

Major Subjects:
An overview of the current state of factor investing, how factors are measured, why they matter, and how to think about them
A deep dive into the value factor including how its measured, its recent performance, and how to think about it
How recent advances in technology can facilitate the construction of better portfolios and better tax management

11:45 am
What We've Learned Today: Panel Discussion from Local Experts
Tyler Smith, Rick Simms, Mark Smith, CPA, Scott Sprinkle, CPA/PFS, CGMA, CFP®, and Dave Stevens, CPA

Day 2

8:30 am
Individual Tax Planning
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Learning Objective: Attendees can learn useful tactics in order to maximize their clients’ after-tax income

Major Subjects:
Bracket Management with knowing when to harvest capital gains and losses
Substantial Sale and Income Shifting CRTs
The Mathematics of Roth Conversions and when to tactically use them

9:45 am
9:55 am
Estate Planning
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Learning Objective: Attendees can learn useful estate planning opportunities to help their clients with transferring wealth while limiting the amount of estate tax they would have to pay without enacting these opportunities

Major Subjects:
The basics of Portability and the mathematics of it
The strategies of Family Limited Partnerships and the benefits
When to use certain trusts to transfer wealth and the benefits of those trusts

11:10 am
11:20 am
Best Practices Panel
Scott Sprinkle, CPA/PFS, CGMA, CFP®, Rick Simms, Mark Smith, CPA, Tyler Smith, and Dave Stevens, CPA

Have a question for this panel, please email it to


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2021 Personal Financial Planning Conference

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