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May 2022

Regina Neenan, CFP®

Regina Neenan Earns C<span class="ct-small-caps">ertified</span> F<span class="ct-small-caps">inancial</span> P<span class="ct-small-caps">lanner</span><sup>™</sup> Professional Certification

May 18, 2022 | FPFoCo Team
The newest CFP® professional on the Financial Planning Fort Collins team is someone with whom you're likely already familiar. Regina Neenan earned their Certified Financial Planner™ certification earlier this month and has also been promoted to Director of Cash-Flow and Insurance Planning. 
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trustee

What to Do When You Become a Trustee

May 4, 2022 | FPFoCo Team
You just became a trustee. Now what? From understanding the trust and acting as a fiduciary for its beneficiaries to taking inventory of and handling trust assets, learn the ins and outs of what to do when you become a trustee from Dan Andrews, Accredited Estate Planner® designee. 
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