Probate Workshop
DTC Office 7887 E. Belleview Ave., Suite 820, Denver, COStop into our DTC office for this free event to learn about probate in Colorado, what it means, how it works, and much more. Bring your questions, comments, and concerns! […]
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Estate Planning Workshop
Denver West Office 1658 Cole Blvd., Bldg. 6, Suite 200, Lakewood, COStop 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 […]
Estate Planning Overview for 2021 and Beyond
Denver West Conference Center 1726 Cole Blvd., Bldg. 22, Ste. 130, Lakewood, CODeveloped 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 […]
$79.00
Estate Planning Overview for 2021 and Beyond
Denver West Conference Center 1726 Cole Blvd., Bldg. 22, Ste. 130, Lakewood, CODeveloped 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 […]
$79.00
Relationships and Planning Workshop
DTC Office 7887 E. Belleview Ave., Suite 820, Denver, COLearn about different relationships with loved ones & complexities that can arise with blended families, children, common law marriage, elective share, etc. We will also discuss how estate planning laws […]
Relationships and Planning Workshop
Denver West Office 1658 Cole Blvd., Bldg. 6, Suite 200, Lakewood, COLearn about different relationships with loved ones & complexities that can arise with blended families, children, common law marriage, elective share, etc. We will also discuss how estate planning laws […]
Business Owners Workshop
DTC Conference Room 4582 S. Ulster St., Suite 209, Denver, CO, United StatesYou will learn: The most common issues that cause a business to lose value or fail to sell and how to fix them Strategies that can help dramatically increase the […]
Moving, Traveling, and the Updates you SHOULD have to your Estate Planning!!
DTC Office 7887 E. Belleview Ave., Suite 820, Denver, COJoin us for this very informative workshop where we will discuss things to consider regarding your estate plan prior to traveling; ideas for changes and updates to watch for in […]
Shred-a-Thon
Belleview Tower 7887 E. Belleview Ave. - Top of Parking Garage, Northeast of Building, Denver, COShred it and Forget it!! Bring all your sensitive documents to our free of charge shredding event! Protect your identity and the environment. Refreshments and appetizers will be provided.
Pitfalls of DIY Planning Happy Hour
DTC Office 7887 E. Belleview Ave., Suite 820, Denver, COMost people want to save money, but unfortunately taking shortcuts may impact you or your loved ones significantly in the future. Join us for this informative workshop where we will […]
What to Do When a Loved One Dies Workshop Happy Hour
DTC Office 7887 E. Belleview Ave., Suite 820, Denver, COLearn everything you need to know about - Probate in Colorado Trust Administration in Colorado Initial Steps after the loss of a loved one Fiduciary Duties Tips and Tricks when […]
Trustee Training
DTC Office 7887 E. Belleview Ave., Suite 820, Denver, COLearn everything you need to know about - What is a Trustee Acting as a Successor Trustee During Life At Death Fiduciary Duties *Lunch will be provided