2025 Financial Planning Day

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.

In addition, the day offers workshop and classroom-style learning that will cover the following topics:

• Financial Planning Foundations
• Budgeting & Debt Management
• Social Security
• Medicare
• Retirement
• Long Term Care
• Women and Money
• Estate Planning
• VA Loans

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 [FIX LINKS IN THIS SECTION BEFORE PUBLISHING]

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 Financial Planning Topics to learn more about topics and questions you can address with financial planners.

Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, including customizable financial planning worksheets, refer to the Resources page.

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Host or Publisher Financial Planning Association of Colorado