FPA Colorado Annual Symposium -
Come Grow With Us!
Learn more about your keynote speakers:
Michael Kitces
With a natural inclination for thorough analysis, lifelong focus on advanced education, and years of experience in the financial services industry, Michael Kitces is uniquely qualified to help you accelerate the growth of your own financial planning knowledge. His writing and speaking will help to keep you on the cutting edge, with important information about financial planning changes and developments for the benefit of you and your clients.
Michael Kitces is a Partner and the Director of Research for Pinnacle Advisory Group, and publisher of the financial planning industry blog Nerd’s Eye View. You can follow him on Twitter at @MichaelKitces, orconnect with him on Google+.
Joe Hurley
Joe Hurley is founder of Savingforcollege.com, an independent source of information and education on 529 plans and other college savings topics. He is author of the books The Best Way to Save for College – A Complete Guide to 529 Plans and Savingforcollege.com’s Family Guide to College Savings. He also serves as editor of Savingforcollege.com’s 529 Pro Update, a bi-weekly e-newsletter for professionals.
Joe has had several articles published in professional journals, is frequently quoted by the financial press on the topic of 529 plans, and has appeared at hearings in Washington D.C. to present comments on the Treasury Department’s proposed regulations under IRC section 529. He was one of nine individuals named by Financial Planning magazine as 2005’s “Movers and Shakers.”
Dennis Moseley-Williams
Dennis Moseley-Williams is an internationally known speaker and consultant to the financial services industry, specializing in the areas of practice management, business development and experience delivery. Since 1997, his primary business goal and passion has been to help advisors create sustainable, predictable, and process-driven practices through the integrated application of effective communications strategies and best business practices.
Dennis speaks to Fortune 500 companies at national conferences and works on retainer with individual clients and firms. He is founder of Dennis Moseley-Williams Strategic Consulting, an innovative practice management company that helps organizations reach, connect with, and build sustainable positive relationships with their desired communities. He is also the author of Serious Shift: How Experience Delivery Can Save Your Practice, a guide book that examines how the experience economy can be adapted to the financial services industry.
Cancellations Policy
After Monday, September 7, 2015, no refunds will be processed.