You are Invited

The CFO and Controller's
Roundtable Webinar

Friday - April 24, 2020
via Webinar
8:30 to 10:00 am
Hello Roundtable Network!

I miss each of you - so I've decided to follow the trend and bring us all together virtually! Simply grab your coffee and sign-in.

I am so excited to announce that Mark Smith is back! He is considered the best wealth advisor in Colorado and is ready to deliver another awesome roundtable 10 years later. Mark will be live to share knowledge, provide understanding and shed light on the bear martkets.

If you are worried about your investments, be sure to login at 8:30 am on Friday, on April 24th. To sign up, register below or email me directly. I look forward to connecting soon!

This is one Webinar you do not want to miss!
April 24, 2020
Navigating Bear Markets

Worried about how the COVID-19 virus is impacting your investments and retirement plans?

Join us to hear Mark J. Smith,
CFP ® , CPA/PFS, CIMA ®  discuss how investors can navigate this most recent bear market.

Presented By:
Mark J. Smith, CFP ® , CPA/PFS, CIMA ®  
& Drew Barnes
  • The question, "Is it different this time?"
  • How markets have performed through past pandemics
  • The possible length and size of this bear market
  • A study of past great bear markets including their recoveries and which portfolio strategies weathered the storm best
  • How to avoid the mistakes of the average investor
  • The ineffectiveness of market timing
  • Action steps for a bear market
  • The benefits of tax loss harvesting 
  • Current market valuations and if this is a good time to invest
  • This is an unprecedented time of uncertainty in the markets. Learn how to navigate through it armed with historical lessons and current analysis.
 In Response to the Stay At Home Order in place due to COVID-19

Angela Roberts, CPA
Aclivity, LLC
Managing Director
Roundtable Chair

Webinar Program 
8:30 am - 10:00 am 

Reserve your space,
RSVP today!

Please click the link below to join the webinar:
Our Featured Speakers:
Mark J. Smith, CFP®, CPA/PFS, CIMA®   & Drew Barnes, CFP®
Mark founded M.J. Smith & Associates in 1983 with one overarching goal: the genuine desire to help people. Over the years, that goal helped grow the firm from a one-person shop into a team of professionals dedicated to helping its four generations of clients achieve their financial hopes and dreams.
Growing up in Iowa, Mark watched his hardworking single mother search her apron pocket for quarters and nickels, putting away as much as she could to provide her children with the best education for a better life. Her children took her Midwestern work ethic and values to heart. Mark worked on his uncle’s farm from an early age, and he launched his own house painting business when he was 15. 
After years of hard work, good grades, and scholarships, Mark graduated from the University of Iowa with an accounting degree, going on to earn his CPA designation and specialized in taxation. 
After working for a number of years as a senior tax specialist at Deloitte, the international CPA firm, it didn’t take long for Mark to realize that what he really wanted to do was work with individuals proactively and help them chart a course for a successful financial future. He learned about, and earned, the globally recognized CERTIFIED FINANCIAL PLANNERTM designation and knew that with it, he could help change people’s lives.
Now, nearly four decades later, M. J. Smith & Associates is one of the nation’s leading financial planning and investment advisory firms, and Mark is recognized as one of the top financial advisors in America. He has been named as one of Barron’s top advisors every year for the past decade. 
Drew earned a Bachelor of Science in Economics from the University 
of Colorado. In addition to working with families, he likes to work with 
business owners, ensuring they’re structured as the proper entity, and that their personal financial planning is integrated with their tax and retirement savings plans. 
Coming out of college, I knew I’d be in finance, but I didn’t know exactly what I would be doing. I spent a few years at Great West Financial and saw people making mistakes with their retirement plans. I wanted to advise and help them, but I wasn’t legally allowed to do so. After learning more about financial planning, I knew I wanted to pursue the CFP® designation. It has allowed me to become a senior financial consultant and work one-on-one with clients.
Truly wanting to help people. After earning my CFP®, I feel obligated to share the knowledge with clients. It’s great to be able to say, “Ok, you can retire!” I’ve seen people break down in tears when they hear that news. Literally watching people achieve their goals and dreams drives me. Sometimes, the situation is somber, like a death or other life challenge. I help them walk through that next phase of life, reassuring them that we’ve planned for this. 
The true joy comes from getting to know people and becoming friends beyond business acquaintances. It feels good to have people trust you, not only with their life savings, but also their children and grandchildren’s life savings. It says a lot about the firm Mark has built and the people who work here.
Mark J. Smith , CFP®, CPA/PFS, CIMA®  (Principal)
5613 DTC Parkway, Greenwood Village, CO 80111, Suite 650
303-768-0007 x1
Drew Barnes , CFP®
(Senior Financial Consultant)
5613 DTC Parkway, Greenwood Village, CO 80111, Suite 650
303-768-0007 x307
CFO and Controllers Roundtable for 2020!
We meet in the Denver Tech Center, at the offices of the Colorado Society of CPAs. Following a continental breakfast, which allows time to network with other finance and accounting managers and executives, we move on to a roundtable presentation and discussion. Come and share knowledge on current trends, best practices, leadership, and experiences that will help us grow as a community! 

"I appreciate you making this such a great forum for reaching out to your colleagues and sharing your experiences. If you have a topic you would like to cover, or need a connection to others facing challenges similar to yours, please contact me."         
                         - Angela Roberts

Please join us
Friday, April 24th at 8:30 am