Estate Planning Workshop

Denver West Office 1658 Cole Blvd., Bldg. 6, Suite 200, Lakewood

Stop into our Denver West office for this free event to learn the difference between a Trust and Will, ways to manage disability, & other traditional planning tools. Bring your questions, comments, and concerns! Our team can help make sure your plan is in place and up to date. *Refreshments and snacks will be provided

Estate Planning Overview for 2021 and Beyond

Denver West Conference Center 1726 Cole Blvd., Bldg. 22, Ste. 130, Lakewood

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 […]

$79.00

Estate Planning Overview for 2021 and Beyond

Denver West Conference Center 1726 Cole Blvd., Bldg. 22, Ste. 130, Lakewood

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 […]

$79.00