Advanced / Specialty Planning Topics
Charitable Planning
Multi-generational planning
Special Needs Planning
Life Insurance Trusts
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Retirement Planning &
Trusts
Grantor Retained Annuity Trusts (GRATs)
Intentionally Defective Irrevocable Trusts (IDITs)
Pet Trusts
Gun Trusts
Taxes
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SECURE Act Presentation for Advisors – Denver West Office
January 21 @ 7:30 am - 8:30 amSECURE Act Presentation – DTC Office
January 23 @ 7:30 am - 8:30 amSECURE Act Presentation for Advisors – Denver West Office
January 28 @ 11:30 am - 12:30 pm
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7887 E. Belleview Ave
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Denver, CO 80111
(303) 670-9855
Denver West
1658 Cole Blvd., Bldg. 6,
Suite 200
Lakewood, CO 80401
(303) 670-9855
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