This no-cost event offers attendees one-on-one consultations with local CERTIFIED FINANCIAL PLANNER™ professionals to get advice in areas of specific interest to you. Select your 30-minute time slot to secure your spot.
In addition, the day offers workshop and classroom-style learning that will cover popular financial planning topics. Sign up for as many workshops as you'd like to attend - see the schedule below and scroll further down for workshop descriptions.
The FPA has been conducting 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.
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:
Make a list of questions. Refer to the Checklist for Your First Visit With a FInancial Planner for tips on how to prepare. Bring relevant financial documents and a financial snapshot of your current financial situation.
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