Resources
Upcoming Events
Your Legacy, Served – A Free Estate Planning Presentation
Join us for brunch and a presentation on the benefits of a well-crafted estate plan.
Date
Wednesday, May 14th
Location
S Broadway
10:30 AM
One Barrel Bistro, 3401 S Broadway # 110, Englewood, CO 80113
From Probate to Peace: Ensuring Family Unity Through Estate Planning
Free Seminar for Families Who Don’t Know Where to Start with Their Will or Trust
Date
Thursday, January 16th
Location
Eloise May Library
6:00 p.m.
1471 S Parker Rd, Denver, CO 80231
Smart Money
Estate, Financial, and Tax Matters
Date
Tuesday, August 30
Location
Cherry Creek Retirement Village
14555 E Hampden Ave, Aurora, CO 80014
10:30 – Noon
RSVP by calling: 303-693-0200
Join us for a panel discussion where we bring together tax, estate planning and investment professionals to discuss issues where money matters are impacted.