03-19-2008
7:30 AM - 10:00 AM
Garden of the Gods Club
3320 Mesa Rd.
 Driving Directions
Breakfast & Program
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Annuity Super ProgramPresented by Chuck Newton, Financial Planner Financial Planner Chuck Newton, from Salt Lake City, will present a 2-hour program exploring the use and applicability of annuity products. Chuck will focus on a discussion of annuities as long-term income producing vehicles and will provide some very interesting technical details about the age-old discussion, "Annuities versus Bond Portfolios For Stable Income." Chuck will also unravel the "Truth and Consequences" of Equity Indexed Annuities and explain how marketers twist the truth when presenting these products to the public. Cost: $15 (Members); $20 (Non-Members) RSVP: Reservation needed. Please contact administrator@scfpa.org to make a reservation. CE Credits: 2 CFP & 2 Colo Ins CE hours Sponsor: Security Benefit 
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04-16-2008
7:30 AM - 9:00 AM
Garden of the Gods Club
3320 Mesa Rd.
Driving Directions
Breakfast & Program
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Strategy Based Investing - A Better Way to Achieve Mutual Fund SuccessPresented by Dr. Tom Howard, Professor, CEO and Director For the past five years, Dr. Tom Howard has been exploring the negative impacts to returns attributable to the traditional use of style boxes in analyzing mutual funds. Dr. Howard has developed new methods for manager selection and portfolio construction built around investment strategies. His presentation will take you through the serious shortcomings of the Style Boxes approach to mutual fund selection versus the advantages of the alternative, Strategy Based. Cost: $15 (Members); $20 (Non-Members) RSVP: Reservation needed. Please contact administrator@scfpa.org to make a reservation. About the Speaker: Dr. Tom Howard Professor, Reiman School of Finance, Daniels College of Business, University of Denver; also CEO and Director of Research Athena Investment Services, Inc. of Denver, Colorado. Sponsor: Thornburg Investment Management 
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2008-05-21
7:30 AM - 9:00 PM
Garden of the Gods Club
3320 Mesa Rd.
Driving Directions
Breakfast & Program
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Rethinking RetirementPresented by Anders Smith, Certified Financial Planner TM, Accredited Investment Fiduciary Auditor TM What financial advisors must do to help clients plan and enjoy their life transition! Cost: $15 (Members); $20 (Non-Members) RSVP: Reservation needed. Please contact administrator@scfpa.org to make a reservation. CE Credits: 1 CFP CE & 1 PACE CE About the Speaker: Prior to joining Nuveen Investments in 2003, Mr. Anders spent 17 years with MFS Investment Management, most recently, as Director of the MFS Institute, providing value added tools and training to advisors across the country. At MFS, he also served as National Account Manager, managing relationships between MFS; national and regional brokerage firms and independent planning firms. Anders is a graduate of the University of Illinois and is a Certified Financial Planner TM certificant. He has also earned the ACCREDITED INVESTMENT FIDUCIARY AUDITORTM (AIFA TM) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh, and certifies him to conduct investment fiduciary audits and/or reviews. Anders has also completed the Wealth Management Certificate program of the Investment Management Consultants Association (IMCA).
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