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May 2022

Regina Neenan, CFP®

Regina Neenan Earns Certified Financial Planner™ 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
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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
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