Latest Past Events

Design Template and Planning Review Refresher

Zoom

Many clients requested a refresher class just to go over the Design Template. During your counseling and design session at the onset of your estate planning you knew what all

Digital Assets Hands On Workshop

Blue Spruce Room, Metropoint II (DTC) 4600 S. Ulster St., Denver

Do you use or have  Email, Amazon, Netflix, airline mileage or hotel points accounts, online banking… ? You have Digital Assets! At your death these can be immediately shut down