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2 Day Estate Planning Seminar: October 26th & 27th, 2017

October 26, 2017 @ 8:30 am - 5:00 pm

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Join us for this exciting basic to intermediate level estate planning program and network with other financial professionals to learn practical techniques that can help you profitably serve your clients. The course is approved for 16 hours of continuing education for CPAs, CFPs, and the Division of Insurance.

The presentation will cover the following:
Day 1
* Review of Estate Planning Tools for 2017
* Problems with Traditional Planning
* Coordinating Legal Planning with Property Rights and
Beneficiary Designations
* Trusts: Review Types of Trusts and Their Functions
Day 2
* The Correct Way to Plan After the New Tax Law
* Special Planning Opportunities for Clients in 2017 and
Beyond
* Protecting Your Client’s Assets
* Business and Marketing Opportunities Found Through
Client’s Estate Planning

Classes will be held at 7887 E. Belleview Ave., Suite 310, Denver, CO 80111 from 8:30am to 5pm, with breakfast, lunch and beverages included both days.

Please RSVP by October 20 at 303-670-9855 or cadonohue@dslawcolorado.com

Fees: $79

Details

Date:
October 26, 2017
Time:
8:30 am - 5:00 pm
Event Category:

Venue

7887 E. Belleview Ave Suite 820 Denver, CO 80111
7887 E Bellview Ave Suite 820
Denver, CO 80111
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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