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If you are not receiving program information via email, please contact fpasoco@gmail.com.  

 

Upcoming Meetings Preview: 

Most breakfast meetings convene from 7:30-9:00 am on the 2nd floor of the Hilton Garden Inn Downtown.

 

Please check for possible venue changes and details - indicated next to the date. 

 

January 16th - Rich Arzaga CFP®, CCIM Planning Opportunities for Clients Who Own Real Estate

February 20th - Margaret Dolan CPA, Philanthropic Strategies

March 19th at the Philanthropy Collective - Steffi Obilisundar, JD, CLTC®  Long Term Care Insurance Options

April 16th - Mike Spitz with Segall Bryan & Hamill - Macro-dynamic Effecting the Fixed Income Market

May 21st - Rob Amerine with FBB Group Preparing a Business To Sell: The Role of Financial Advisors

June 17th (Monday) - Summer Social at Top Golf 4:30-6:30

July 25th (date change - 4th Thursday) - Craig Kirkpatrick Artificial Intelligence for Financial Advisors

August 20th at UCCS Downtown (venue change)  - Dr. Bill Craighead Program Director for UCCS - Economics - 

September 17th - Brendan Frazier of RFG on Mastering the Human Side of Advice

October 15th -Christine Richardson of FPA National - Membership Benefits You May Not Know About - Membership 101

November 19th at UCCS (venue change) -Gordon Stringer and Michelle Dockter -2 hour Ethics presentation 

December - Winter Social - 5-7 PM at KRCC (local NPR, CPR radio station:  720 N Tejon St, Colorado Springs, CO 80903