Lunch & Learn – Estate Planning Awareness
October 16 @ 11:30 am - 12:30 pm
This month, we will be looking at the difference between Wills and Trusts. The requirements for Probate here in Colorado, and ways to avoid or minimize the Probate process. Learn ways to manage disability, and other traditional planning tools; and putting them in your plan!
Complimentary Lunch will be provided
to Sherice Ritthaler at
720-473-4240 or email firstname.lastname@example.org
For Professionals, these events will be worth 1 CE credit
CPA & CFP