FPA of Colorado's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in CO. FPA events are for financial professionals from all areas and designations. Plan to attend and catch Jeff Levine of the Kitces.com team!
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
*How The SECURE Act Changes Retirement (and Other) Planning
*Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities