2021 Personal Financial Planning Conference

Description

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 Personal Financial Planning Conference.
Click Here to register for Day 2 of the Personal Financial Planning Conference.

Learning Objectives

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

Provider
Colorado Society of CPAs
Course Level
Update
CPE Field of Study
Economics
1
Finance
7
Tax
1
Who Should Attend

CPAs in the Personal Financial Planning Arena

Instructor(s)
Various
Prerequisites

None

Advanced Preparation

None

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

AGENDA

DAY 1 of 2 August 4, 2021
4.5 CREDITS 8:30 am - 12:35 pm
Personal Financial Planning Conference Day 1

8:30 AM-9:20 AM: The Long-Term Outlook for the Economy and Investment
Implications
Scott Middleton, CFA, CIMA®
Steven Fraley, CFA, MBA
Innovest Portfolio Solutions LLC

9:25 AM-10:40 AM: Storytelling in the Age of Data: The Evolution of Investing
Apollo D. Lupescu, PhD
Dimensional Fund Advisors

10:40 AM-10:50 AM: Break

10:50 AM-11:40 AM: Using Science and Technology to Build Better Portfolios:
Factor Investing, UMAs, and Direct Indexing
Donald Calcagni, CFP®, MST
Mercer Advisors

11:45 AM-12:35 PM: What We’ve Learned Today: Panel Discussion from Local
Experts
Moderator: Tyler Smith, CPA, CFP® – Stordahl Capital Management
Panelists: Scott Middleton, CFA, CIMA® – Innovest Portfolio Solutions LLC
Mark J. Smith, CFP®, CPA/PFS,CIMA® – Mercer Advisors
Scott Sprinkle, CPA/PFS, CFP® – Sprinkle & Associates LLC
David L Stevens CFP®, CPA/PFS – A & I Financial Services LLC

DAY 2 of 2 August 5, 2021
4.5 CREDITS 8:30 am - 12:35 pm
Personal Financial Planning Conference Day 2

8:30 AM-9:45 AM: Individual Tax Planning
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP

9:45 AM-9:55 AM: Break

9:55 AM-11:10 AM: Estate Planning
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP

11:10 AM-11:20 AM: Break

11:20 AM-12:35 PM: Best Practices Panel
Moderator: Rick Simms, CPA – Richard S. Simms PC
Panelists: Scott Sprinkle, CPA/PFS, CFP®, Sprinkle & Associates LLC
Tyler Smith, CPA, CFP® – Stordahl Capital Management
David L Stevens CFP®, CPA/PFS – A & I Financial Services LLC

MEMBER


$ (% off)
$375.00

NON-MEMBER


$ (% off)
$535.00
Become A Member

Register for this Event

2021 Personal Financial Planning Conference


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×