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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