Lunch & Learn – Planning for Unique Assets, What you need to know
September 18 @ 11:30 am - 12:30 pm
When it comes to Estate Planning not all assets are treated the same, and some types of assets need special attention. The control and transfer of season tickets, airline miles, crypto currency, and the family pet are some great examples of assets that need special attention in the planning process. Join us this month as we discuss how unique assets can be accounted for and transferred in your estate plan.
Complimentary Lunch will be provided
to Sherice Ritthaler at
720-473-4240 or email email@example.com
For Professionals, these events will be worth 1 CE credit
CPA & CFP