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1 Day Estate Planning Seminar in October for Advisors! Receive 8 Hours of CE Credits!

October 26 @ 8:30 am - 5:00 pm

$79.00

Registrations are closed for this event

Register Today for
2018 Estate Planning and Beyond
at the Vista at Applewood Golf Course in Golden!
Receive 8 Hours of CE Credit!
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

When
Friday, October 26th, 2018
From 8:30am – 5:00pm

Where
The Vista at Applewood Golf Course
14001 W. 32nd Ave.
Golden, CO 80401

The presentation will cover the following:
* Review of Estate Planning Tools for 2018
* Problems with Traditional Planning
* Coordinating Legal Planning with Property Rights and Beneficiary Designations
* Review Types of Trusts and Their Functions
* Special Planning Opportunities for Clients in 2018 and Beyond
* Protecting Your Client’s Assets
* Business and Marketing Opportunities Found Through Client’s Estate Planning

$79 per Attendee
Breakfast, Lunch and Beverages Provided
Please RSVP by October 17th to saritthaler@dslawcolorado.comĀ 
or call 303-670-9855

*Qualifies for 8 Hours of Colorado State Board of Accountancy for CPAs Credit, Division
of Insurance and CFP Board for Continuing Education Credit

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Details

Date:
October 26
Time:
8:30 am - 5:00 pm
Cost:
$79.00
Event Category:

Venue

The Vista at Applewood Golf Course
14001 W. 32nd Ave.
Golden, CO 80401
+ Google Map
Phone:
(303) 278-6637
Website:
http://www.vistaapplewood.com/
Testimonials

We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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