SEMINARS
If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.
To see what seminar topics we present on a regular basis, please review our Speaker Connection page.
Upcoming Seminars
FIND A SEMINAR IN YOUR AREA:
Importance of Trust Reviews-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, September 14, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street
Conference Room, G-Floor,
Denver, Colorado 80246
Description
As with any estate planning document, a revocable living trust needs to be reviewed and kept current. A good trust review will remind the client to consider changes in the client’s life, as well as changes to the law. Other issues to consider are whether the trust was funded correctly, and if new assets have been funded into the trust. Finally, a trust review can shed light on whether the trust utilizes the most up-to-date drafting techniques to make the trust more ‘user friendly’.
Federal Estate Tax Return-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, October 12, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street
Conference Room, G-Floor,
Denver, Colorado 80246
Description
This presentation looks at IRS Form 706, We will look at the information requested, the questions asked by the IRS, and how the tax is calculated.
Basic Estate Planning-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, November 09, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street
Conference Room, G-Floor,
Denver, Colorado 80246
Description
This general review of wills, beneficiary designations, probate, estate taxes, trusts, and powers of attorney is a good reminder for the experienced advisor and a great place to start for newer advisors. Beth Mitchell will discuss why it is important to establish a will and other estate planning documents and how Colorado law will impact your clients who have not done thier planning.
Making Gifts to Minors-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, December 14, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street
Conference Room, G-Floor,
Denver, Colorado 80246
Description
Erica Johnson will discuss issues to be considered before making gifts to minors. She will also summarize various gifting techniques including gifts to UTMA/UGMA accounts, 2503(c) trusts, Crummey Trusts and 529 plans.
