Where
Wellshire Event Center
3333 S Colorado Blvd, Denver, CO 80222
Debbie Reece, CMP Financial Planning Association of Colorado 303-450-0515 info@cofpa.org
January 20, 2017 Chapter Meeting
Two topics this month!
2017 Economic Outlook for Colorado and US
Speaker: Alison Felix, Federal Reserve Bank of Kansas City - Denver Branch
The presentation will give an overview and outlook for the national and regional economy along with specific indicators for both Colorado and the U.S.
Attendees will get an overview for the national and regional economy, along with specific indicators for Colorado and the United States. Key economic indicators include: monetary policy, employment, housing, inflation, GDP, energy, agriculture and banking.
Approved for 1 hour of CFP and 1 hour of insurance CE
Asset Allocation Views
Speaker: John Cavalieri, Executive Vice President, PIMCO
PIMCO’s Executive Vice President and product manager for the Asset Allocation team, John Cavalieri will discuss forward-looking return expectations across major asset classes and explore what is driving these expected returns and the implications for portfolios.
Learning Objectives:
- Develop an understanding of PIMCO’s forward looking return estimates across major asset classes
- Recognize what is driving these expected returns across asset classes (i.e. fundamentals, technical, macro trends, demographics, central banks influence)
- Comprehend what the implications are for Portfolio construction in this expected return context
- Gain an awareness for risks and opportunities across major asset classes
Approved for 1 hour of CFP and 1 hour of insurance CE
Join the conversation on social media @COFPA for meetings this year: #COFPA17
Student Discount
If you are a full-time graduate or undergraduate student in a finance or business field with an interest in pursuing a financial planning career, FPA of CO will offer a student discount.
Please contact our executive director, Debbie at info@cofpa.org or 303-450-0515 to register.
FPA of Colorado Cancellation Policy
Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.