April 2021 – FPA SoCo Chapter Virtual Event – Policy & Politics: Navigating the New Washington

WhenFriday, April 23, 2021
Time12:00pm - 1:30pm Mountain Time (US and Canada)

Location: ZOOM - registration link provided in email sent 4/1!

Speaker: Michael Townsend, Schwab VP of Legislative and Regulatory Affairs

Please come and join your Colorado Springs FPA colleagues as we listen to a presentation by the Schwab organization’s Washington insider, Michael Townsend. This will be an entertaining and informative discussion on how policy and political developments in the nation’s capital are impacting the markets. Mike will provide his perspective on the new political order in Washington and its implications for the policy agenda in 2021 and beyond. He’ll discuss the latest developments with regard to economic stimulus legislation, taxes, retirement savings, regulatory proposals and other timely issues – and what it all means for the markets and individual investors. Your Colorado Springs Chapter is indeed fortunate to have Mike present what typically is a keynote-quality address to our members.


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March 2021 – FPA SoCo Chapter Virtual Event – Actionable Tax Planning Strategies

WhenFriday, March 26, 2021
Time12:00pm - 1:30pm Mountain Time (US and Canada)

Location: Webex - Advance Registration Required - registration link provided in email sent 3/5!

1 CFP CE Credit available!

Speaker: Robert Linskey, CFP

Presenter: Mr. Linskey is a Wealth Management Specialist for Putnam Retail Management. He is responsible for developing and delivering wealth management-related content, educational programs, and marketing initiatives to financial advisors. Previously at Putnam, he served as a Regional Investment Consultant in the RIA Advisory Group, a Senior Internal Consultant, and an Internal Consultant. He has been in he investment industry since he joined Putnam in 2011. Mr. Linskey is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 6, 7, 63, and 65 licenses with FINRA.

Program Title:  Actionable Tax Planning Strategies  This program will explore the current tax landscape and what strategies clients should consider. Areas covered include
 

  • Impact of the Tax Cuts and Jobs Act (TCJA)
  • Available personal deductions
  • AMT
  • Estate tax environment
  • Expiration of TCJA in 2025
  • Higher taxes for heirs
  • SECURE 2.0 changes
     

 

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February 2021 – FPA SoCo Chapter Virtual Event – Is Life Insurance Alive or Dead?

WhenFriday, February 26, 2021
Time12:00pm - 1:30pm Mountain Time (US and Canada)

Location: Zoom

1 CFP CE Credit available!

Speaker: John Ryan, President of Ryan Insurance Strategies

John will address key points about the life insurance industry:
     ...is life insurance still the key component of a financial plan?
 ...when life insurance is purchased, what types of policies prevail?
        ...are people who need death benefit coverage seeking other vehicles?
    ...what's happening to the "traditional" life insurance distribution channels?
         ...are there any new, creative strategies to deal with death benefit protection?

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January 2021 – FPA SoCo Chapter Virtual Event – Growing Forward: Population and Economic Trends pre- and post-COVID-19

WhenFriday, January 22nd, 2021
Time12:00pm - 2:30pm Mountain Time (US and Canada)

Location: Zoom

This event is a little different than our normal events - please read instructions below if you'd like to attend!
To Register: You must register in order to attend this event. Click here to do so! 
Cost: $20 for FPA Members / $40 for Non-FPA Members

2 CFP CE Credits available!

Speaker: Elizabeth Garner

Colorado is in the midst of a global pandemic that immediately impacted every facet of the state.  At the same time Colorado is in the midst of a “demographic transition." Colorado is maturing economically and demographically and many of its characteristics are becoming closer to US averages. Due to desirable living/working conditions, the Front Range has landed at the top of many lists for net migrants within the US.  However, population growth (decline) patterns across the state continue to be driven by both demographic and economic factors.  Most people migrate to Colorado for jobs. Due to the aging of Colorado and its labor force, will Colorado continue to be able to attract and retain its workers with escalating home prices? This presentation will cover where we were, where we thought we were going and how COVID could impact the population and economy in Colorado and the US.

Elizabeth is the State Demographer with the Colorado Department of Local Affairs, an agency focused on strengthening the capacity of Colorado’s communities and local governments. She leads the State Demography Office, which produces population and economic estimates and forecasts for use by state agencies and local governments. Elizabeth has over 25 years of experience analyzing population and economic trends in the state, and her current areas of research include aging in Colorado, characteristics of migration, and poverty.