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: Social Security can be one of your most valuable retirement assets, but understanding how to maximize it can be complicated. Learn when to claim benefits, how spousal and survivor benefits work, updates to Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), Social Security's future, and strategies to maximize your benefits at this informative session!
🕑: 11:00 AM - 11:45 AM
Workshop: First-time Home Buying
Host: Christine Jensen
Info: Still renting while Denver home prices and mortgage rates grab the headlines? Your path to homeownership may be closer than you think. Unlock down payment assistance, smart financing options, and house-hacking strategies that can help you trade rent for ownership and make your first home the starting point for building lasting wealth.
🕑: 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: Lisa McCann
Info: Women’s life circumstances and money beliefs often differ from men’s. Women may earn less, take career breaks more often to care for loved ones, and invest more cautiously, all while living longer on average. This session will explore how these differences affect long-term savings and share practical steps women at every age and stage can take toward greater 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: Joshua Dunlop
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: Making Money Joyful: A Beyond-Budgeting Approach to Managing Cashflow. In this class, we'll flip the script on traditional budgeting and propose a money management system that works for real humans.
🕑: 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
