FPA of Colorado 10th Annual Forum
Date
August 13, 2026
Time
All Day
Location
Denver, CO
FPA of Colorado 10th Annual Forum
August 13, 2026 · Denver, CO
The Colorado chapter's Forum reached its tenth year in 2026. A decade of consistent programming is not a small thing for a volunteer-run chapter event, and it has made the Forum the reliable annual fixture for the Front Range planning community.
Who attends
CFP professionals and financial planners across Colorado, weighted toward the Denver and Boulder corridor, including associate advisors and operations staff, plus regional vendor partners.
What was on the agenda
Technical planning across tax, retirement and estate
Investment and economic outlook
Practice management and firm operations
Continuing education for CFP professionals
Why a single-day format concentrates the practical questions
With one day and no parallel social program, chapter forums tend to draw attendees who came for something specific. The questions that dominate the hallway are consistently operational rather than technical — how other firms handle onboarding, reporting and the flow of data between the systems everyone is running.
Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems so client data lives in one place.
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