Qualifications

Susan Spancers MCEP, RFC, AACEP, NICEP, CSA

Investment Advisory Representative

Registered Representative

 

Email:  Spancers@Qadas.com

Web Site Addresswww.SusanSpancers.com AND  www.coestateplanning.com

303 766-9599

Office Address:

17610 East Nichols Place, Centennial, CO  80016

 

Susan graduated from Regis University with a degree in Business Administration.

 

After starting her financial planning business in 1989, Susan earned the following:

 

Designations

NICEP – Certified Estate Planner from the National Institute of CEPs

AACEP – Certified Estate Planner from the American Academy of CEPs

MCEP – Master Certified Estate Planner from the American Academy

RFC – Registered Financial Consultant from IARFC

             International Association of Registered Financial Consultants

CSA – Certified Senior Advisor

MEP – Master of Estate Preservation from The Estate Plan

Licenses, Registrations, and Certificates

Series 6 licensed in the State of Colorado

Series 65 Investment Advisor Representative in the State of Colorado

Insurance licensed in Colorado and Michigan

Notary Public

 

Professional Accomplishments

Network Advisor with The Estate Plan

Certified Arbitrator

Colorado ASWA Insurance Coordinator

National ASWA Insurance Coordinator

St. Joseph Hospital Physician Disability Coordinator

Authored several financial planning articles for CNBC

 

Received the following awards in insurance sales

 

Certificate of Graduation in Insurance Training

Awarded Certificate from 174th Career School, TNE, Boston, MA

Awarded “Masters” status in insurance sales

Achieved “Star Producer” status in insurance sales

Awarded “ANBC Classic” status in insurance sales

 

Memberships

 

FMG – Financial Management Group (Program Coordinator)

WEPC – Women’s Estate Planning Council

ASWA –American Society of Women Accountants (Past-President, Director, and                      Numerous Committee Chair Positions)

 

Awards

 

2002 Woman Leader of Excellence Award from Colorado Women’s Leadership Coalition

 

1996 Woman Leader of Excellence Award from Colorado Women’s Leadership Coalition

 

 

Volunteer and Community Involvement

 

City & County of Denver Board Position:  Denver Workforce Development Board

State of Colorado Board Position:  Dental Examiners Board

Civic Association President of Hampden Heights

Bethany Lutheran Church Foundation Board

Church committees volunteer (numerous positions held)

Gateway Women’s Shelter Volunteer (Victim’s Advocate)

Presented numerous financially related seminars to the public

Election Judge for the City and County of Denver

Featured in a Money Magazine Article

 

Personal Information

 

Denver resident since 1974

Formerly from Midland, Michigan

Faith, Family, Friends, and having Fun are the cornerstone of Susan's life

 

Business Philosophy

In advising my clients, my recommendations are those based upon a course of action that I would apply to myself in the same situation.