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:
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Arvada, CO 80003
Aurora, Colorado
Boulder, Colorado
Broomfield, Colorado
Castle Pines
Castle Rock, Colorado
Centennial, Colorado
Cherry Hills, Colorado
Colorado Springs, Colorado
Denver, Colorado
Greenwood Village, Colorado
Highlands Ranch, Colorado
Lakewood, Colorado
Littleton, CO
Littleton, Colorado
Lone Tree, Colorado
Longmont, CO
Lowry
Northglenn, Colorado
Parker
Westminster, Colorado
The Impact of Medicaid on Real Estate Ownership and Transfer
Area: Date: Time: Location: Address:
Description
Elizabeth D. Mitchell from Ambler & Keenan, LLC will review the rules for qualifying for long-term care Medicaid—a program that will pay for the cost of nursing home, assisted living, and limited home health care for seniors. Many professionals are unaware that if their clients are transferring property to a family member, or selling property to pay for the expense of nursing home care, it may actually prevent Medicaid qualification and asset protection. This course is designed to provide real estate professionals with the knowledge to understand the Medicaid look-back period, the effect of giving away property or adding joint owners to property, estate recovery, and other key Medicaid concepts. If you work with seniors or have had any issues with clients selling property to pay for the cost of a nursing home, this course approved for two hours of CE credit for realtors, will explain the Medicaid rules and provide useful tools so that you can help your clients.
**PLEASE DO NOT REGISTER ON THIS WEBSITE!**
**REGISTER ONLINE AT: www.educatedminds1.com
The Impact of Medicaid on Real Estate Ownership and Transfer
Area: Date: Time: Location: Address:
Description
Elizabeth D. Mitchell from Ambler & Keenan, LLC will review the rules for qualifying for long-term care Medicaid—a program that will pay for the cost of nursing home, assisted living, and limited home health care for seniors. Many professionals are unaware that if their clients are transferring property to a family member, or selling property to pay for the expense of nursing home care, it may actually prevent Medicaid qualification and asset protection. This course is designed to provide real estate professionals with the knowledge to understand the Medicaid look-back period, the effect of giving away property or adding joint owners to property, estate recovery, and other key Medicaid concepts. If you work with seniors or have had any issues with clients selling property to pay for the cost of a nursing home, this course approved for two hours of CE credit for realtors, will explain the Medicaid rules and provide useful tools so that you can help your clients.
FEE:
$10.00 / Members (Longmont Association of Realtors)
$20.00 / Non Members
PLEASE DO NOT REGISTER VIA THIS WEBSITE.
Registration:
Please call the Association office at 303.772.5555
Changing Landscape of Estate Planning for Digital Assets
Area: Date: Time: Location: Address:
Description
What will happen with your client’s digital assets when they die? What about the Facebook account, digitally stored pictures, ancestory.com, online accounts, etc.? It used to be that when a person died, they would wait for the mail to come in to see where the assets were, but in this digital age, clients need to plan for how to direct their family to their assets, as well as figure out how ownership of those accounts will impact their family. This is an important class for everyone so that they can advise clients about how to inform their clients about accessing online accounts and the ownership of digital assets upon death or incapacity. Elizabeth D. Mitchell will discuss how to advise families about these assets and how to make sure family members can access these important assets.
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
2012 Estate Tax Update
Area: Date: Time: Location: Address:
Description
In this free educational seminar, Philip V. Keenan will review and explain the estate tax, gift tax and generation skipping tax laws.
**Register today!**
Qualified Personal Residence Trusts: Let’s Give Away the House!
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Description of class to be updated soon!
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
Over 70: Legal & Estate Planning Issues for Aging Loved Ones
Area: Date: Time: Location: Address:
Description
Seniors face many challenges as they age, such as making sure that someone can make financial and medical decisions for them and involving the right people to help them make arrangements and decisions. During this informative presentation, Elizabeth D. Mitchell will discuss:
§ How Powers of Attorney can appoint the right person to become a decision-maker;
§ When a guardianship is appropriate and how it works;
§ How a conservatorship can assist in managing financial assets;
§ How Medicaid can pay for long-term care; and
§ Who will qualify for VA Aid & Attendance benefits.
This presentation will also review common mistakes that cause complications for Seniors. If you, or a loved one, want to make sure that your planning is complete and will prevent unnecessary expenses and difficulties, attend this free educational seminar.**Register today, don't miss this great opportunity!**
Death Bed Estate Planning
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
Asset Protection and Medicaid
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Description of class to be updated soon!
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
Why Everyone Needs a Gifting Strategy
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Description of class to be updated soon!
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
Elder Abuse: Recognizing the Signs and Where to Go To Get Help
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Description of class to be updated soon!
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
Estate Planning for Non-Traditional Families
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
Pre-Nups for Lovers
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Description of class to be updated soon!
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
Why Every Business Needs a Buy-Sell Agreement
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Erica Johnson will discuss the basics of buy-sell agreements. What does a buy-sell do? What contingencies does a buy-sell cover? What triggers the buy-sell? How is a business valued for the buy-sell? What are the different ways to fund a buy-sell?
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
No Lunch 'n Learn Seminar for November 2012
Area: Date: Time: Location: Address:
Description Due to the Thanksgiving Holiday, we will not have a Lunch 'n Learn seminar this month.
Trust Administration & Probate
Area: Date: Time: Location: Address:
Description
This presentation is a Continuing Education class, approved for one hour of CE credit for life insurance producers, CFPs and CPAs only.
Description of class to be updated soon!
Register by clicking on the "REGISTER" button below or call 303-407-1542.
**Reserve your space today!
