FPA of Colorado

Promoting and advancing financial planning to members and our local community.

[FPA of Colorado @COFPA]

Come and learn from Dr. Moira Somers, one of the faculty members from the Financial Transitionist Institute at the October 27th Chapter event. https://t.co/4n4sG2zEQ7 #advicesticks #suddenmoney #successionplanning #behavioralfinance #estateplanning #cfp #denverfinancialgroup

[FPA of Colorado @COFPA]

@advicesticks Financial psychologist Dr Moira Somers is coming to Denver, Friday, Oct. 27. #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning

[FPA of Colorado @COFPA]

TOMORROW-don't miss this fun mixer with industry groups and a costume contest.
Register today at https://t.co/ptLZK4MsO0
#cfp #fpacolorado #financialadvisor #cocpa #financialplanner #denverfinance

[FPA of Colorado @COFPA]

Get registered for our October Chapter event. Be prepared for takeaways you can use with your clients in all stages of life. #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning

[FPA of Colorado @COFPA]

Business Valuations. Perception vs. reality
Register here https://t.co/froileaSRr #businessvalution #businesssale #financialplanning @TatianaDemoraes #TransworldBusinessAdvisors #freeCE #certifiedfinancialplanner #rockymountainfinancial #cofpa2023 #wealthmanagement

[FPA of Colorado @COFPA]

From our partners at Colorado Gives Foundation
https://t.co/8u36z47oGh

[FPA of Colorado @COFPA]

Register today at https://t.co/Y2fCqWED8a
#cofpa2023 #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices #ria @selectsectorspdr @Paul Baiocchi @ss&calps

[FPA of Colorado @COFPA]

Need a reason to volunteer Pro Bono, check out this article on some of the benefits you might not know https://t.co/pqtJo5ViNK
Then register for Denver Financial Planning Day at https://t.co/EqSb7HKuFf

[FPA of Colorado @COFPA]

Register today at https://t.co/Y2fCqWED8a
#cofpa2023 #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices #ria @selectsectorspdr @Paul Baiocchi @ss&calps

[FPA of Colorado @COFPA]

Register today at https://t.co/ptLZK4MsO0
Let us know who you think is the CFP in the comments!
@fpacolorado @DBA_YLD@COCPAs

[FPA of Colorado @COFPA]

Member volunteers are needed to assist with Financial Planning, one-on-one planning sessions, educational presentations, and logistics. Sign up at https://t.co/GW5aHav7kW
#financialadvisors #financialplanner #assetmanagement #retirementplanning #wealthmanagement

[FPA of Colorado @COFPA]

Register today at https://t.co/Y2fCqWED8a
#cofpa2023 #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices #ria @selectsectorspdr @Paul Baiocchi @ss&calps

[FPA of Colorado @COFPA]

Our Annual Forum is one of the highlights of the year. You going to be there right?
September 14, 8:00 am, the fun begins with education and ways to build your business relationships.
Make life better for your clients. Register now: https://t.co/fowTatuZDQ

[FPA of Colorado @COFPA]

Space is limited, don't wait to register at https://t.co/CB4x2K6v35
#winetasting #cofpa2023 #nextgen #cfp #fpacolorado #financialadvisors #certifiedfinancialplanner
#assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices

[FPA of Colorado @COFPA]

Interest rates are continuing to climb for our 7th Annual Forum. Have you registered yet? More importantly did you share your BOGO code? Learn more about why you need to attend here https://t.co/fowTatuZDQ

[FPA of Colorado @COFPA]

Tomorrow, August 25th is the discount deadline for Forum tickets. Don't delay, get your ticket today at
https://t.co/fowTatvxto #cfp #fpacolorado #financialadvisors #certifiedfinancialplanner #assetmanagement #financialplanner #retirement

[FPA of Colorado @COFPA]

Don't miss out on this topic from our partners at Allianz. What do you think Decumulation Diversification can do for your clients? Learn more tomorrow, sign up now at https://t.co/gJbZtcXvml @allianz

[FPA of Colorado @COFPA]

Certain to be intriguing for anyone in the financial business or anyone nearing retirement. Sign up now at https://t.co/H7D7q6qom4.
Don't miss our Partner CE Series this Thursday, August 24.

[FPA of Colorado @COFPA]

Our 11:00am breakout session will provide insight on Advanced Tax Strategies by Incorporating Home Equity.
REGISTER at https://t.co/fowTatuZDQ
#taxstrategy #fairwaymortgage #christinejensen #barryhsacks #financialadvisor #assetmanagement #financialplanner #retirementplanning

[FPA of Colorado @COFPA]

Behavioral Finance-what's that all about? Come and learn from our breakout session speaker
Ryan Bertrand, CFP®, CLU®, with Transamerica.
REGISTER at https://t.co/fowTatuZDQ @transamerica @behavioralfinance @financialplanning