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Lunch & Learn Presented by Keith Davis & Carl Stevens
February 27 @ 11:30 am - February 28 @ 12:30 pm
Please come enjoy lunch on us while earning 1 hour of CE credit! The presentation “A Survey of Estate Planning Techniques and the Tax Cuts and Jobs Act of 2017” will begin at 11:30 am.
Join us to learn about the following:
- The New Temporary $11 Million Dollar Estate Tax Exclusion
- How To Review Current Plans
- Does Portability Still Matter?
- Spousal Life Time Access Trusts
- Domestic Asset Protection Trusts
- Planning For 199A- Pass Through Tax Breaks
- Charitable Giving
Tuesday February 27, 2018 – Golden Office located at 523 Park Point Dr., Ste 350 Golden, CO 80401
Wednesday February 28, 2018 – DTC Office located at 7887 E Belleview Ave., Ste 820 Denver, CO 80111
LIMITED SPACE AVAILABLE!
Please RSVP to Carolann Donohue by February 23 at 303-670-9855 or email@example.com