Upcoming Events

Upcoming Events

Webinar Invite!

TOPIC: CollegeInvest 529 Plans

We are excited to offer you a FREE 1 Hour Continuing Education Course
Presenting will be Michael Van Boening, CFP®, CCFC Advisor Relations Manager
You won’t want to miss Michael share his wealth of knowledge with us!

Event Information:

Cost: FREE! (no CE)
When: December 6th
Time: 12:00pm-1:00pm

Register Now

Why 529s?
This course covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Think 529s have a limited place in your business practice? Think again!
Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs.
Seating is limited so register now while space is still available!
If you have any questions, please reach out to the Education Committee at education@cosea.org

CoSEA Annual Meeting

Annual Meeting and Elections on November 15th @ 5:30PM MST!

Current Slate of Candidates:

 Vice President: Malcolm Marchman
Treasurer: Mike Morley
Secretary: Aaron Tower


Sheila Franks (1 year)
Chase Newton (1 year)
Amy Adams (1 year)
John Dundon (2 years)

Join via  Zoom

Meeting ID: 868 2405 0153
Passcode: 812368
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Meeting ID: 868 2405 0153
Passcode: 812368
Find your local number: https://us06web.zoom.us/u/kc9O6FhN9q

Webinar Invite!

TOPIC: Cybersecurity for Tax & Accounting Professionals: Is Your Firm Safe From Cyber Attacks?

We are excited to offer you a FREE 1 Hour Continuing Education Course.

Presenting will be Tom Kirkham, founder and CEO of IronTech Security provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment with cybersecurity training programs for all workers to prevent successful attacks.
You won’t want to miss Tom sharing his wealth of knowledge with us!


Event Information:

Cost: FREE!
When: November 8th, 2022
Time: 4:30pm -5:30pm MST

Register Now


Have questions or annoyances that you want to learn more about, let the Education Committee at Education@cosea.org know.  COsEA members can also request information on the COsEA Facebook Group  or the NAEA Facebook page or Bulletin Board.

COsEA continuing education credits are usually 1 CE workshops lead by fellow COsEA members.  If you have a passion or expertise you wish to share, get your continuing education credit by teaching your fellow COsEA members.  Colorado specific tax topics are highly esteemed.  Contact Education@cosea.org