Save the Dates! Resources for Your Small Business/Financial Advisory Firm on April 5th & 9th
Q. What are You Presenting at Money Smart Week Colorado?
A. I have found the CFP 5-step planning methodology to be a powerful framework not only for individuals but also for business owners. As Colorado Financial Planning Association (COFPA) Board Member and Chair of Education, I am passionate about empowering planners and their business owner clients to create businesses that serve their lives. This presentation is my way of serving the business owner community on behalf of COFPA.
Q. When and Where will You Be Presenting?
A. Saturday, April 5, 2014 from 3:30-5:00pm at Restoration Community Church 2300 S. Marion St. Denver CO 80210.
Wednesday, April, 9, 2014 from 4:30-6:00pm at LegalShield Training Room, Suite 120, 1780 S. Bellaire St. Denver CO 80222.
For more information, go to Colorado Money Smart Week site HERE.
Q. What is Money Smart Colorado?
A. Money Smart Colorado is a local, public awareness campaign designed to help consumers better manage their personal finances. This campaign is the result of collaboration of organizations across the state including businesses, financial institutions, schools, libraries, not-for-profits, government agencies and the media. These partners come together once a year to stress the importance of financial literacy, inform consumers where they can get help and provide free educational seminars and activities throughout the week of April 5-12, 2014. Programming is offered to all demographics and income levels; it covers all facets of personal finance from establishing a budget to estate planning to financial planning for small business owners.
Q. Which Companies are Participating this year?
A. I am honored that Jon Hokama and Associates, together with the FPA of Colorado and Tower Associates International, is a participating sponsor of Money Smart Week Colorado. A list of additional participating organizations can be viewed HERE.
Next week: What questions would YOU like to have answered in the presentation?
If you have specific questions you’d like me to address on April 5th and April 9th, please submit them in the COMMENT section below. CLICK HERE for RSVP details.