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Annual Family Reunion
Blue Spruce Room, Metropoint II (DTC) 4600 S. Ulster St., Denver, CO, United States -
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Annual Family Reunion
Blue Spruce Room, Metropoint II (DTC) 4600 S. Ulster St., Denver, CO, United States -
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Digital Assets Hands On Workshop
Blue Spruce Room, Metropoint II (DTC) 4600 S. Ulster St., Denver, CO, United StatesDo 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 and no one can access them- there go your vacation photos etc. from your computers and phones. It is a Federal offense for your trusted …
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Design Template and Planning Review Refresher
ZoomMany 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 those boxes And lines meant- but now over time it is a blur as you look at the pages in your Red Book and another …
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Trustee Training Overview: “Werewolf Workshop”
ZoomAt this course you will: - Make Transition Smoother and Easier For Others to Follow! - Know What To Do - Know How To Do It and When - Know The Law Firm, Follow Our Process and Will Help You Free to all of our Lifespan clients. Not a Lifespan client? Call or email us …
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Nuts & Bolts III: Disability Training
Northern ColoradoAt this course you will: - Get familiar With the disability process - To better envision impact of your planning (or lack thereof) - Get an idea of the types of issues you’ll deal with - Encourage interest in planning participation - Obtain more peace of mind (Prepare for Likely Issues) - Reinforce your commitments …
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Nuts & Bolts III: Disability Training
Blue Spruce Room, Metropoint II (DTC) 4600 S. Ulster St., Denver, CO, United StatesAt this course you will: - Get familiar With the disability process - To better envision impact of your planning (or lack thereof) - Get an idea of the types of issues you’ll deal with - Encourage interest in planning participation - Obtain more peace of mind (Prepare for Likely Issues) - Reinforce your commitments …
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Client Law School – The Truth about Estate Planning
ZoomAll are Invited to attend Client Law School®, a Complimentary Meeting that Explores Your Individual Needs for Estate Planning, Wills, & Trusts. Virtually attend online from anywhere, even your phone, through Zoom. After selecting a date, please give us your information (below) to be registered. All Potential Clients are Invited to Attend Client Law School®, …
Free
10 events found.