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BROUGHT TO YOU BY
DenverFinancial Planning Day
SATURDAY, OCTOBER 22, 2011
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Welcome
Welcome and thank you for attending todays Financial Planning
Day!
Dear Financial Planning Day attendee,
You may have come across the term financial planning and
wondered what
it means. You may have decided to start your own financial plan
but youre not
sure how to begin. Or you may have a specific question about
your personal
financial planning situation and feel its time you went to a
financial planner for
some professional advice. No matter what category you are in,
todays FinancialPlanning Day can help you get the information you
need.
We are very pleased to welcome you to this special event. Over
the years, our
organizations have seen up close the economic challenges people
are facing
across our nation. Many have pressing financial questions that
need answers, and
unfortunately, many have not had the opportunity to discuss
those questions with
professional financial planners. This has presented usthe
financial planning
community and local governments nationwidewith a shared vision
to unite ourcollective resources and bring you Financial Planning
Days.
Todays Financial Planning Day is an opportunity to get your
financial questions
answered by professional financial planners. These professionals
include those
who have earned the prestigious CERTIFIED FINANCIAL
PLANNERcertification
and experts from the Financial Planning Association. Your
conversations are
confidentialthere will be no sale of products or services and
not even a business
card will be offered. In other words, there are no strings
attached. In addition to
the one-on-one advice, youll be able to attend educational
workshops addressing
popular financial topics.
We hope that todays Financial Planning Day will provide you with
first-hand
experience on how financial planning can improve your life. And
to help you get
started with your own financial plan after todays event, be sure
to pick up the free
publications and resources.
Sincerely,
Certified Financial Planner Board of Standards
Financial Planning Association
Foundation for Financial Planning
The United States Conference of Mayors
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Schedule
9:00am2:00pm
Ask-a-planner
clinic
9:00am
Doors open to the public
Workshops
10:00am Taking
Control:A FinancialPlanningStarter KitSusanOGrady
Managing
Your Moneyin Hard Times:FinanciallySurvivinga Job
Loss(Spanish)Al Bonini
Your Credit
Chad Gentry
Room B108 Room B109 Alumni Room
11:00am Budgeting101: ABalancingActDeDe Jones
ManagingYour Moneyin Hard Times:FinanciallySurviving aJob
LossCarol Craigie
Your Credit(Spanish)Isabel
12:00pm Budgeting101: ABalancingAct (Spanish)
Al Bonini
TakingControl:A FinancialPlanning
Starter KitSusanOGrady
Your CreditChad Gentry
1:00pm Budgeting101: ABalancingActDeDe Jones
ManagingYour Moneyin Hard Times:FinanciallySurviving aJob
Loss
Carol Craigie
Your Credit(Spanish)Isabel
2:00pm
Close
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Volunteers
For your convenience, contact information for financial planners
who have volunteered at todays
Financial Planning Day is included in this directory, along with
additional languages they speak other
than English. Please note that we have verified only that each
volunteer holds CFPcertification; other
designations listed are provided at the request of the
individual and have not been verified.
Mark Arlen, CFP
Lincoln Finanacial Advisors
8055 East Tufts Ave #1400
Denver, Co 80237
3037939377
[email protected]
www.lfasagemarkdenver.com
Larry Armstrong
MetLife Reverse Mortgage
6400 S. Fiddlers Green Circle; #1970Greenwood Village, CO
801111
303-861-070
[email protected]
www.LarryDArmstrong.com
Daniel Becker
FPA of CSU Student Chapter
Fort Collins, CO 80521
970-580-7078
[email protected]
Ray Benton, CFP
Lincoln Financial Advisors
8055 E. Tufts Avenue, #1400
Denver, Colorado 80237
303-714-4748
[email protected]
Andrea Blackwelder, CFP
Wisdom Wealth Strategies
400 S. Colorado Blvd. Suite 610Denver, Colorado 80246
303-270-9146
[email protected]
www.wisdomws.com
Michael Bush, CFP
New England Financial
7350 Campus Dr.
Colorado Springs, CO 80920
[email protected]
www.michaelbush.net
Joseph Clemens, CFP
Wisdom Wealth Strategies
400 S. Colorado Blvd. Ste. 610
Denver, CO 80246
303-219-0391
[email protected]
www.wisdomws.com
Carol Craigie, CFP
Fiscal Fitness Clubs
8781 E. Sunridge Hollow RoadParker, CO 80134
720-851-6685
[email protected]
www.fiscalfitnessclubs.com
Seth Davis, CFP
Wisdom in Action, LLC
6550 E. Center Ave.
Denver, CO 80224
3033888366
[email protected]
www.wisdom-in-action.com
Carol Fabbri, CFP
Fair Advisors
1550 Larimer St. - suite 518
Denver, CO 80202
720-279-1371
[email protected]
fairadvisors.com
Bobby Foster, CFP
Wells Fargo Advisors
102 S. Tejon St., Suite 1000
Colorado Springs, CO 80903
719-636-8000 x8024
[email protected]
http://cavanaughmearesfoster.wfadv.com
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Volunteerscontinued
Karl Frank, CFP
A&I Financial Services LLC
9780 Mt. Pyramid Ct. #130
Englewood, CO 80015
3036905070
[email protected]
assetsandincome.com
Debbie Freeman, CFP
Peak Financial Advisors, LLC
50 South Steele Street, Suite 435Denver, CO 80209
303-316-2799
[email protected]
www.peakfinancial.com
Colin Geiger, CFP
Geiger & Company, LLC
3570 E. 12th Avenue
Denver, COLORADO 80206
303-586-5008
[email protected]
www.geigerandcompany.com
Mark Hadley, CFP
Corporate Benefit Design, LLC
5347 S Valentia Way Suite 200
Greenwood Village, Colorado 80111
720-833-0800
[email protected]
www.corpbenedesign.com
Deborah Hinton-Brown, CFP
TIAA-CREF
1670 Broadway MS 17-91
Denver, CO 80202
720 217 7667
[email protected]
Kimberly Howard, CFP
KJH Financial Services
Denver, CO 802127814134879
[email protected]
Ken Jacobs, CFP
Colorado Sustainable Financial Planning
805 13th St
Golden, CO 80401
(303) 278-3886
[email protected]
www.coloradosustainablefinancial.com
DeDe Jones, CFP
Innovative Financial
355 S. Teller St. #200Lakewood, CO 80226
303-275-7170
[email protected]
www.InnovativeFinancial.com
Dede Jones, CFP
Innovative Financial
355 S. Teller St. #200
Lakewood, CO 80226
303-275-7170
[email protected]
www.InnovativeFinancial.com
Alex Khandelwal
Chrome Asset Management
88 Steele Street, Suite 100
Denver, CO 80206
(303) 656-9903
[email protected]
www.chromeasset.com
Craig Kinnunen, CFP
Fundamentals Financial Planning
11694 Pine Valley Drive
Franktown, CO 80116
3033901662
[email protected]
www.fundamentalsfp.com
Colleen Knopinski, CFP
Knopinski & Fauver Financial Advisors315 South Boulder Rd.,
Suite 207
Louisville, CO 80027
303 666-6292
[email protected]
www.kffainc.com
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Volunteerscontinued
Patricia Kummer, CFP
Kummer Financial Strategies, Inc
8871 Ridgeline Blvd #100
Highlands Ranch, CO 80129
303-470-1209
[email protected]
www.kummerfinancial.com
Derek Manning
CoBiz Wealth
1099 18th St Ste 3000Denver, CO 80202
303-291-4719
[email protected]
www.cobizwealth.com
Marla Mason, CFP
Presidential Brokerage, Inc.
P. O. Box 1281
Conifer, Colorado 80433
3036941600 x225
[email protected]
www.presidentialbrokerage.com
Matthew (Matt) Miller, CFP
MML Investors Services, LLC
1835 US 1 South, Ste. 119-356
St. Augustine, FL 32084
303-596-8879
[email protected]
Susan OGrady, CFP
EQUIPOISE Wealth Management, Inc.
1805 S Bellaire St, Suite 340
Denver, CO 80222
303-765-4422 x223
[email protected]
www.EquipoiseWealth.com
Mark Paller, CFP
Paller Financial
68 Inverness Lane E., #101Englewood, CO 80112
303-858-0045
[email protected]
Jim Pasztor, CFP
College for Financial Planning
2000 E. Maplewood Ave Ste 200
Greenwood Village, CO 80111
303-220-4839
[email protected]
cffpinfo.com
Bruce Potter, CFP
Potter Financial Solutions
2542 W 108th PlaceWestminster, CO 80234
303-819-8056
[email protected]
www.potterfinancialsolutions.com
Susan Quint, CFP
Quint Financial Group, LLC
950 W Bannock, #1100
Boise, Idaho 83702
208-319-3545
[email protected]
Www.quintfinancial.net
Juli Rennie
MetLife Home Loans
6400 S. Fiddlers Green Circle Suite 1970
Greenwood Village, CO 80111
720-648-1132
[email protected]
David Rommelmann, CFP
Raymond James Financial Services
30752 Southvies Dr., Suite 280
Evergreen, Co. 80439
303-586-9890
[email protected]
www.raymondjames.com/PRIMEFinancialServices
Brahma Sharma
503 Eisenhower Dr
Louisville, CO 800273039564693
[email protected]
Hindi
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Volunteerscontinued
Gary Sidder, CFP
Life Transition Planners, Inc.
7631 Shaffer Parkway, Suite A
Littleton, CO 0
303-933-6226
[email protected]
www.lifetransitionplanners.com
Gary Sidder, CFP
Life Transition Planners, Inc.
7631 Shaffer Parkway, Suite ALittleton, CO 0
303-933-6226
[email protected]
www.lifetransitionplanners.com
Richard Stebbins
College for Financial Planning
8000 E Maplewood Avenue
Greenwood Village, Colorado 80111
303-220-4844
[email protected]
Patrick Thomas, CFP
Thomas Financial Advisors
8753 Yates Drive Suite 200
Westminster, CO 80031
303-301-2629
[email protected]
ThomasFInancialAdvisors.com
Derek Tuz, CFP
Charles Schwab
518 17th Street suite 100
Denver, CO 80202
303-260-5916
[email protected]
Derek Tuz, CFP
Charles Schwab
518 17th Street #100
Denver, CO 80202303-260-5916
[email protected]
Rob Typher, CFP
Typher Financial Services, LLC
10048 Cottoncreek Drive
Highlands Ranch, CO 80130
303-346-0515
[email protected]
www.typherfinancialservices.com
Rob Typher, CFP
Typher Financial Services, LLC
10048 Cottoncreek DriveHighlands Ranch, CO 80130
303-346-0515
[email protected]
www.typherfinancialservices.com
Jaye Weiland
Investment Portfolio Solutions
215 S Wadsworth Blvd
Denver, CO 80226
303-697-3174
[email protected]
www.investps.com
Kallene West, CFP
Modern Woodmen
5529 Maggiano Pl
Pueblo, CO 81005
7194063785
[email protected]
www.modern-woodmen.org/rep/kwest
Our sincereappreciation for all our volunteers who have helped
makethis day a success and beneficial for all!
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Topics
General financialplanning Planning your nancial future
College planning
Debt reduction & credit repair
Money management & budgeting
Special circumstances Job loss and job change
Foreclosure assistance
Change in marital status
Investment planning Investment strategies
Asset accumulation
Generating investment income
Retirement planning Building a retirement fund
401(k) and 403(b) plans IRA accounts
Social Security
Income tax planning Tax reduction strategies
Charitable contributions
Small business taxation
Estate planning
Building an inheritance Wills and trusts
Estate tax strategies
Insurance planning Life insurance coverage
Disability insurance
Long-term care planning
Employee benefits Managing health insurance
Health savings accounts
Pension benets
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Notes
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Notes
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Notes
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2011
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Acknowledgments
For additional resources and to learn about future events,
visitwww.FinancialPlanningDays.org
Denver Financial Planning Day is presented by City and County of
Denver
Financial Planning Association of Colorado
Certified Financial Planner Board of Standards
Foundation for Financial Planning
The United States Conference of Mayors
Additional support has been provided by
CollegeInvest
Denver Public Schools
Mile High United Way
Community Credit Counseling Services
National media sponsor
