Loading Events

« All Events

Estate Planning Overview for 2021 and Beyond

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

$79.00

Developed especially for: CPA’s, CFP’s , & Insurance Professionals

Receive 16 Hours of CE Credit!

The presentation will cover the following:

Day 1
* Effective Estate Planning The
World has Changed
* Introduction to Income &
Estate Taxation
* Evolving Tax Issues for 2022
* 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

*

Breakfast, Lunch, and Beverages Provided Both Days

Details

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

Venue

Denver West Conference Center
1726 Cole Blvd., Bldg. 22, Ste. 130
Lakewood, CO 80401
+ Google Map

Register

Loading gif

Already registered?

Use this tool to manage your registration.