Although we are happy to meet with clients privately, many clients prefer to begin the planning process by attending a workshop, where they can learn more about the planning opportunities available to them before they schedule their private meeting.
Therefore, we present three primary workshops:
Seven Deadly Planning Mistakes and Eleven Things Every Estate Plan Must Include is our primary planning workshop. This workshop is for people who have an existing plan (which is probably defective -- find out why) as well as those who have no plan at all! We review the serious problems we find in most existing plans, and review the eleven things every plan must have if it is going to work as you intend. We will be offering this workshop at 10:30 a.m. on June 13th in the community room of the beautiful Koelbel Public Library (located at the corner of Orchard Road and Holly in Greenwood Village) and again at 6:30 p.m. on June 15th at the Embassy Suites Denver Southeast (located just east of I-25 on the north side of Hampden). Refreshments are served at all of our workshops and the atmosphere is casual and informative, so call us today for more information. If you prefer, you can fill out the form below to reserve a place at the workshop.
How to Create and Protect a True Legacy builds on our "Seven Deadly Mistakes" workshop and explores some of the more advanced tools available for truly effective planning. Most importantly, we discuss how to use those tools to create a truly meaningful legacy for your loved ones for generations to come. We offer this workshop on a regular basis, so please call us today for more information or fill out the form below to reserve a place at the next workshop.
For The Love Of My Special Child - Estate Planning For Parents of Children With Special Needs is our workshop for those whose loved ones face special challenges: disability, emotional difficulty, limited abilities. This workshop applies just as well to you if your special loved one is a grandchild, brother, sister, aunt or uncle. We offer this workshop on a regular basis, so please call us today for more information or fill out the form below to reserve a place at the next workshop.
All workshops are free, but reservations are required because seating is limited. To find out more about any workshop, call us today at (720) 529-9800 or fill out the form below with your question.