2026 Financial Planning Day
About this Event
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.
Agenda
🕑: 09:30 AM - 02:30 PM
One-on-Ones
Info: Meet one-on-one with a Certified Financial Planner Professional for 30 minutes. Sessions run every half hour throughout the day. Be sure to select a time during this online registration process to secure your time. Limit: 1 reservation per person/party
🕑: 10:00 AM - 10:45 AM
Workshop: Understanding Medicare
Host: Leila Jensen
Info: In this workshop, we'll discuss changes with Medicare this next year and the impact it may have on you.
🕑: 10:00 AM - 10:45 AM
Workshop: Avoiding Scams & ID Theft
Host: Marshall Moore
Info: The online world has given us many conveniences, but it’s also given scammers a convenient place to compromise our personal and financial data. Learn to understand the threats, spot fraud and protect yourself from becoming a victim.
🕑: 10:00 AM - 10:45 AM
Workshop: Estate Planning
Host: Beth Andersen
Info: In this workshop, we’ll review the elements of a basic estate plan including the will, living will, powers of attorney and, in some cases, a trust. The training will also explain how to best protect your legacy with a good estate plan. This workshop will be led by Beth Andersen, who practices estate planning, probate, elder law, family law and family law.
🕑: 11:00 AM - 11:45 AM
Workshop: Social Security: Getting the Most Out of Your Benefits
Host: Randy Anderson
Info: This workshop will help you understand what Social Security is, how it works, and the unique benefits it offers. We'll discuss such topics as when to start taking benefits, spousal and survivor benefits, the impact of working and receiving benefits, taxes, recent changes to the program, and the future of Social Security.
🕑: 11:00 AM - 11:45 AM
Workshop: First-time Home Buying
Host: Christine Jensen
Info: Ready to trade rent for roots? Learn how to launch your homebuying journey with confidence: financing options (FHA, VA, USDA, conventional), down payments and assistance programs, qualification basics, and what to expect from offer to closing. Leave with a step-by-step roadmap—and fewer late-night Zillow spirals.
🕑: 11:00 AM - 11:45 AM
Workshop: Investment Basics
Host: Charles Tobler
Info: Investing money doesn't have to be complicated. In this class we will break down the basics from understanding the power of a dollar saved and the value of compound interest to the various investment types and different methods to investing
🕑: 12:00 PM - 12:45 PM
Workshop: Making Retirement a Reality
Host: Barbara Krause
Info: Design your ideal retirement lifestyle today. Whether retirement is imminent or still off on the horizon for you, it’s never too early to start planning. This simulation gets you started by helping you explore your options, identify your priorities and determine how much you need to save.
🕑: 12:00 PM - 12:45 PM
Workshop: Women & Money
Host: Wendi Strom
Info: Life circumstances and money beliefs often vary between women and men. Women are often paid less, take more time out of the workforce to care for loved ones, and in general may be more risk averse with their money. This session will illustrate some of those differences, and what women can do to overcome the impact that they could have on their long-term savings and financial security.
🕑: 12:00 PM - 12:45 PM
Workshop: Psychology of Money
Host: Melissa Hoyer
Info: How you make financial decisions is influenced by many factors. In this class you’ll explore what shaped your current money logic and take away specific techniques you can use to reshape your financial journey going forward.
🕑: 01:00 PM - 01:45 PM
Workshop: Investment Basics
Host: Charles Tobler
Info: Investing money doesn't have to be complicated. In this class we will break down the basics from understanding the power of a dollar saved and the value of compound interest to the various investment types and different methods to investing
🕑: 01:00 PM - 01:45 PM
Workshop: Investing Strategy for Young Investors
Host: Heidi Phan-Peterson
Info: Designed with young adults in mind, this workshop will review the basics of investments, discuss why it's critical to start early and go over a long-term strategy for building wealth through consistency and care.
🕑: 01:00 PM - 01:45 PM
Workshop: Establishing Good Budgeting Habits
Host: Marshall Moore
Info: In this workshop, participants will learn the basics of building a sustainable budget and the skills for tracking to help you reach your financial goals. Participants will leave empowered to take charge of their personal finances and move beyond living paycheck to paycheck.
🕑: 02:00 PM - 02:45 PM
Workshop : Psychology of Money
Host: Melissa Hoyer
Info: How you make financial decisions is influenced by many factors. In this class you’ll explore what shaped your current money logic and take away specific techniques you can use to reshape your financial journey going forward.
🕑: 02:00 PM - 02:45 PM
Workshop: Making Retirement a Reality
Host: Barbara Krause
Info: Design your ideal retirement lifestyle today. Whether retirement is imminent or still off on the horizon for you, it’s never too early to start planning. This session will help you consider your options, identify your priorities and determine how much you need to save.
🕑: 02:00 PM - 02:45 PM
Workshop: Social Security: Getting the Most Out of Your Benefits
Host: Randy Anderson
Info: This seminar will help you understand what Social Security is, how it works, and the unique benefits it offers. We'll discuss such topics as when to start taking benefits, spousal and survivor benefits, the impact of working and receiving benefits, taxes, recent changes to the program, and the future of Social Security.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
