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1 Day Estate Planning Seminar in October for Advisors! Receive 8 Hours of CE Credits!
October 26, 2018 @ 8:30 am - 5:00 pm$79.00
Register Today for
2018 Estate Planning and Beyond
at the Vista at Applewood Golf Course in Golden!
Receive 8 Hours of CE Credit!
Friday, October 26th, 2018
From 8:30am – 5:00pm
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 [email protected]
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