BROUGHT TO YOU BY

Denver
Financial Planning Day
SATURDAY, OCTOBER 22, 2011
Welcome
Welcome and thank you for attending todays Financial Planning Day!
Dear Financial Planning Day attendee,
You may have come across the term fnancial planning and wondered what
it means. You may have decided to start your own fnancial plan but youre not
sure how to begin. Or you may have a specifc question about your personal
fnancial planning situation and feel its time you went to a fnancial planner for
some professional advice. No matter what category you are in, todays Financial
Planning 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 fnancial questions that need answers, and
unfortunately, many have not had the opportunity to discuss those questions with
professional fnancial planners. This has presented usthe fnancial planning
community and local governments nationwidewith a shared vision to unite our
collective resources and bring you Financial Planning Days.
Todays Financial Planning Day is an opportunity to get your fnancial questions
answered by professional fnancial planners. These professionals include those
who have earned the prestigious CERTIFIED FINANCIAL PLANNER

certifcation
and experts from the Financial Planning Association

. Your conversations are

confdentialthere 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 fnancial topics.
We hope that todays Financial Planning Day will provide you with frst-hand
experience on how fnancial planning can improve your life. And to help you get
started with your own fnancial plan after todays event, be sure to pick up the free
publications and resources.
Sincerely,
Certifed Financial Planner Board of Standards
Financial Planning Association
Foundation for Financial Planning
The United States Conference of Mayors
Schedule
9:00am2:00pm
Ask-a-
planner
clinic
9:00am
Doors open to the public
Workshops
10:00am Taking
Control:
A Financial
Planning
Starter Kit
Susan
OGrady
Managing
Your Money
in Hard Times:
Financially
Surviving
a Job Loss
(Spanish)
Al Bonini
Your Credit
Chad Gentry
Room B108 Room B109 Alumni Room
11:00am Budgeting
101: A
Balancing
Act
DeDe Jones
Managing
Your Money
in Hard Times:
Financially
Surviving a
Job Loss
Carol Craigie
Your Credit
(Spanish)
Isabel
12:00pm Budgeting
101: A
Balancing
Act (Spanish)
Al Bonini
Taking
Control:
A Financial
Planning
Starter Kit
Susan
OGrady
Your Credit
Chad Gentry
1:00pm Budgeting
101: A
Balancing
Act
DeDe Jones
Managing
Your Money
in Hard Times:
Financially
Surviving a
Job Loss
Carol Craigie
Your Credit
(Spanish)
Isabel
2:00pm
Close
Volunteers
For your convenience, contact information for fnancial 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 verifed only that each volunteer holds CFP

certifcation; other
designations listed are provided at the request of the individual and have not been verifed.
Mark Arlen, CFP

Lincoln Finanacial Advisors

8055 East Tufts Ave #1400
Denver, Co 80237
3037939377
mark.arlen@lfg.com
www.lfasagemarkdenver.com
Larry Armstrong
MetLife Reverse Mortgage
6400 S. Fiddlers Green Circle; #1970
Greenwood Village, CO 801111
303-861-070
LArmstrong@metlife.com
www.LarryDArmstrong.com
Daniel Becker
FPA of CSU Student Chapter
Fort Collins, CO 80521
970-580-7078
danielgb@rams.colostate.edu
Ray Benton, CFP

Lincoln Financial Advisors

8055 E. Tufts Avenue, #1400
Denver, Colorado 80237
303-714-4748
ray.benton@lfg.com
Andrea Blackwelder, CFP

Wisdom Wealth Strategies

400 S. Colorado Blvd. Suite 610
Denver, Colorado 80246
303-270-9146
andrea.blackwelder@wisdomws.com
www.wisdomws.com
Michael Bush, CFP

New England Financial

7350 Campus Dr.
Colorado Springs, CO 80920
719-388-7115
mbush@co.nef.com
www.michaelbush.net
Joseph Clemens, CFP

Wisdom Wealth Strategies

400 S. Colorado Blvd. Ste. 610
Denver, CO 80246
303-219-0391
joseph.clemens@wisdomws.com
www.wisdomws.com
Carol Craigie, CFP

Fiscal Fitness Clubs

8781 E. Sunridge Hollow Road
Parker, CO 80134
720-851-6685
fscalftnessclubs@gmail.com
www.fscalftnessclubs.com
Seth Davis, CFP

Wisdom in Action, LLC

6550 E. Center Ave.
Denver, CO 80224
3033888366
seth@wisdom-in-action.com
www.wisdom-in-action.com
Carol Fabbri, CFP

Fair Advisors
1550 Larimer St. - suite 518
Denver, CO 80202
720-279-1371
cfabbri@fairadvisors.com
fairadvisors.com
Bobby Foster, CFP

Wells Fargo Advisors

102 S. Tejon St., Suite 1000
Colorado Springs, CO 80903
719-636-8000 x8024
bobby.foster@wfadvisors.com
http://cavanaughmearesfoster.wfadv.com
Volunteers continued
Karl Frank, CFP

A&I Financial Services LLC

9780 Mt. Pyramid Ct. #130
Englewood, CO 80015
3036905070
karl@assetsandincome.com
assetsandincome.com
Debbie Freeman, CFP

Peak Financial Advisors, LLC

50 South Steele Street, Suite 435
Denver, CO 80209
303-316-2799
debbie@peakfnancial.net
www.peakfnancial.com
Colin Geiger, CFP

Geiger & Company, LLC

3570 E. 12th Avenue
Denver, COLORADO 80206
303-586-5008
colin.geiger@geigerandcompany.com
www.geigerandcompany.com
Mark Hadley, CFP

Corporate Beneft Design, LLC

5347 S Valentia Way Suite 200
Greenwood Village, Colorado 80111
720-833-0800
mhadley@corpbenedesign.com
www.corpbenedesign.com
Deborah Hinton-Brown, CFP

TIAA-CREF
1670 Broadway MS 17-91
Denver, CO 80202
720 217 7667
debhbrown@aol.com
Kimberly Howard, CFP

KJH Financial Services

Denver, CO 80212
7814134879
kim@kjhfnancialservices.com
Ken Jacobs, CFP

Colorado Sustainable Financial Planning

805 13th St
Golden, CO 80401
(303) 278-3886
kjacobs@fwg.com
www.coloradosustainablefnancial.com
DeDe Jones, CFP

Innovative Financial
355 S. Teller St. #200
Lakewood, CO 80226
303-275-7170
dede@innovativefnancial.com
www.InnovativeFinancial.com
Dede Jones, CFP

Innovative Financial
355 S. Teller St. #200
Lakewood, CO 80226
303-275-7170
dede@innovativefnancial.com
www.InnovativeFinancial.com
Alex Khandelwal
Chrome Asset Management
88 Steele Street, Suite 100
Denver, CO 80206
(303) 656-9903
alex@chromeasset.com
www.chromeasset.com
Craig Kinnunen, CFP

Fundamentals Financial Planning

11694 Pine Valley Drive
Franktown, CO 80116
3033901662
ckinnunen@fundamentalsfp.com
www.fundamentalsfp.com
Colleen Knopinski, CFP

Knopinski & Fauver Financial Advisors

315 South Boulder Rd., Suite 207
Louisville, CO 80027
303 666-6292
colleen@kffainc.com
www.kffainc.com
Volunteers continued
Patricia Kummer, CFP

Kummer Financial Strategies, Inc

8871 Ridgeline Blvd #100
Highlands Ranch, CO 80129
303-470-1209
pat@kummerfnancial.com
www.kummerfnancial.com
Derek Manning
CoBiz Wealth
1099 18th St Ste 3000
Denver, CO 80202
303-291-4719
dmanning@cobizwealth.com
www.cobizwealth.com
Marla Mason, CFP

Presidential Brokerage, Inc.

P. O. Box 1281
Conifer, Colorado 80433
3036941600 x225
mamason@presidentialbrokerage.com
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
mbmiller@fnancialguide.com
Susan OGrady, CFP

EQUIPOISE Wealth Management, Inc.

1805 S Bellaire St, Suite 340
Denver, CO 80222
303-765-4422 x223
susan@EquipoiseWealth.com
www.EquipoiseWealth.com
Mark Paller, CFP

Paller Financial
68 Inverness Lane E., #101
Englewood, CO 80112
303-858-0045
mpaller@qwestoffce.net
Jim Pasztor, CFP

College for Financial Planning

2000 E. Maplewood Ave Ste 200
Greenwood Village, CO 80111
303-220-4839
jim.pasztor@cffp.edu
cffpinfo.com
Bruce Potter, CFP

Potter Financial Solutions

2542 W 108th Place
Westminster, CO 80234
303-819-8056
potterfnancial@comcast.net
www.potterfnancialsolutions.com
Susan Quint, CFP

Quint Financial Group, LLC

950 W Bannock, #1100
Boise, Idaho 83702
208-319-3545
Squint@quintfnancial.net
Www.quintfnancial.net
Juli Rennie
MetLife Home Loans
6400 S. Fiddlers Green Circle Suite 1970
Greenwood Village, CO 80111
720-648-1132
jrennie@metlife.com
David Rommelmann, CFP

Raymond James Financial Services

30752 Southvies Dr., Suite 280
Evergreen, Co. 80439
303-586-9890
david.rommelmann@raymondjames.com
www.raymondjames.com/PRIMEFinancialServices
Brahma Sharma
503 Eisenhower Dr
Louisville, CO 80027
3039564693
brahmasharma@hotmail.com
Hindi
Volunteers continued
Gary Sidder, CFP

Life Transition Planners, Inc.

7631 Shaffer Parkway, Suite A
Littleton, CO 0
303-933-6226
gary@lifetransitionplanners.com
www.lifetransitionplanners.com
Gary Sidder, CFP

Life Transition Planners, Inc.

7631 Shaffer Parkway, Suite A
Littleton, CO 0
303-933-6226
gary@lifetransitionplanners.com
www.lifetransitionplanners.com
Richard Stebbins
College for Financial Planning
8000 E Maplewood Avenue
Greenwood Village, Colorado 80111
303-220-4844
richard.stebbins@cffp.edu
Patrick Thomas, CFP

Thomas Financial Advisors

8753 Yates Drive Suite 200
Westminster, CO 80031
303-301-2629
patrick@thomasfnancialadvisors.com
ThomasFInancialAdvisors.com
Derek Tuz, CFP

Charles Schwab
518 17th Street suite 100
Denver, CO 80202
303-260-5916
derek.tuz@Schwab.com
Derek Tuz, CFP

Charles Schwab
518 17th Street #100
Denver, CO 80202
303-260-5916
derek.tuz@schwab.com
Rob Typher, CFP

Typher Financial Services, LLC

10048 Cottoncreek Drive
Highlands Ranch, CO 80130
303-346-0515
rob@typherfnancialservices.com
www.typherfnancialservices.com
Rob Typher, CFP

Typher Financial Services, LLC

10048 Cottoncreek Drive
Highlands Ranch, CO 80130
303-346-0515
rob@typherfnancialservices.com
www.typherfnancialservices.com
Jaye Weiland
Investment Portfolio Solutions
215 S Wadsworth Blvd
Denver, CO 80226
303-697-3174
jaye@investps.com
www.investps.com
Kallene West, CFP

Modern Woodmen
5529 Maggiano Pl
Pueblo, CO 81005
7194063785
kallenewest@hotmail.com
www.modern-woodmen.org/rep/kwest
Our sincere appreciation for all our volunteers who have helped make
this day a success and benecial for all!
Topics
General nancial
planning
Planning your fnancial 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 benets
Managing health insurance
Health savings accounts
Pension benefts
Notes
Notes
Notes
Acknowledgments
For additional resources and to learn about future events, visit
www.FinancialPlanningDays.org
Denver Financial Planning Day is presented by
City and County of Denver
Financial Planning Association of Colorado
Certifed 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