Call Us: (303) 670-9855

1658 Cole Blvd., Building 6, Suite 200, Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820, Denver, CO 80111

Call Us: (303) 670-9855

1658 Cole Blvd.,Building 6, Suite 200
Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820,
Denver, CO 80111

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Estate Planning Overview for 2019 & Beyond – 16 CE Credits for CFP, CPA, or Insurance!

November 20 @ 8:30 am - 5:00 pm

$79.00

How to Identify and Create Opportunities in a Changing Tax
Environment
Developed especially for:
CPA’s, CFP’s, & Insurance Professionals
Day 1
* Effective Estate Planning
The World has Changed
* Introduction to Income & Estate Taxation
* Tax Issues for 2019
* Problems with Traditional Planning
* Revocable Living Trusts
* Planning that Focuses on Client’s Goals
* Irrevocable Life Insurance Trusts

Day 2
* Planning with Tax Cuts and Job Acts,
Other Tax Savings
* Asset Protection, Safety from Creditors
and other Predators
* Planning for Retirement Benefits
* Probate and Trust Administration
* Planning for Estates with Firearms
* Buy/sell Planning

Breakfast, Lunch, and Beverages Provided Both Days

Details

Date:
November 20
Time:
8:30 am - 5:00 pm
Cost:
$79.00

Organizer

Sherice Ritthaler
Phone:
3036709855
Email:
saritthaler@dslawcolorado.com

Venue

Denver West Building 22
1726 Cole Blvd., Bldg. 22, Suite 130
Lakewood, CO 80401
+ Google Map
Phone:
3036709855

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