Free

Denver Financial Planning Day 2019

Event Information

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Location

Community College of Aurora - CentreTech Campus

16000 E CentreTech Pkwy

Aurora, CO 80011

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Event description

Description

Join us for the Financial Planning Association (FPA) of Colorado’s annual free Denver Metro Financial Planning Day!

This no-cost event allows attendees to participate in one-on-one sessions with local CERTIFIED FINANCIAL PLANNER™ professionals to provide advice on specific concerns or areas of interest to attendees. In addition, the day offers workshop and classroom-style learning that will cover the following topics:

  • Financial Planning Foundations
  • Budgeting & Debt Management
  • Social Security
  • Medicare
  • Retirement
  • Long Term Care
  • Women and Money
  • Estate Planning

The FPA has been conducting their FREE Financial Planning Days for more than a decade and has served countless residents in the Denver metro area with professional advice on: investing, retirement planning, 401k strategies, education planning, and debt management.

The FPA of Colorado promotes universal acceptance of the value and necessity of the financial planning process. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.


Agenda

09:00AM – 3:00PM One on One Financial Planning Sessions with CFP® Professionals

Workshops 9:00-9:45:

  • 'Til Death Do Us Part, Then What? Protecting survivors through planning
  • Winning at the Financial Planning Game
  • Estate Planning I: Introduction to the essentials
  • Understanding Medicare

Workshops 10:00-10:45:

  • Social Security: Getting the most out of your benefits
  • Busting Bad Budget Habits
  • Estate Planning II: Introduction to the essentials
  • The Credit System Explained
  • Military Retirement

Workshops 11:00-11:45:

  • Women & Money: 6 ways we are unique and what we need to do about it
  • Psychology of Money
  • To Love & Protect: The importance of Long Term Care Planning
  • Dumping Debt
  • VA Home Mortgages

Workshop 1:00-1:45

  • Social Security: Getting the most out of your benefits
  • Advance Care Planning I
  • Estate Planning I: Introduction to the essentials
  • The Credit System Explained
  • Veteran and Military Benefits

Workshops 2:00-2:45:

  • Understanding Medicare
  • Advance Care Planning II
  • Estate Planning II: Introduction to the essentials
  • Dump Debt

To learn more about the event, please refer to the FAQ.

How to Prepare

A little preparation can help you get the most out of your experience at Financial Planning Day. Here are a couple of tips to help you prepare:

Make a list of questions. Refer to the Financial Planning Topics to learn more about topics and questions you can address with financial planners.
Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, including customizable financial planning worksheets, refer to the Resources page.

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Date and Time

Location

Community College of Aurora - CentreTech Campus

16000 E CentreTech Pkwy

Aurora, CO 80011

View Map

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