New COCPA.org Coming Soon! Stay tuned for a brand new online experience.
Wade Pfau Ph.D., CFA – The American College
Wade Pfau Ph.D., CFA – The American College
Dave Stevens, CPA, PFS, CFP®, Moderator – Irongate
Financial Services Inc.
Mark Smith CFP®, CPA/PFS, CIMA® – M.J. Smith &
Associates
Scott Sprinkle, CPA/PFS, CGMA, CFP® – Sprinkle &
Associates LLC
Rick Rodgers, AIFA® – Innovest Portfolio Solutions LLC
Jim Shambo, CPA/PFS (Retired)
Connect for Health Colorado
Interactive session on today’s hottest financial planning issues.
Mark Smith CFP®, CPA/PFS, CIMA® – M.J. Smith & Associates
Scott Sprinkle, CPA/PFS, CGMA, CFP® – Sprinkle & Associates
LLC
Jim Shambo, CPA/PFS (Retired)