Estate Planning for Everybody | January 23rd, 6:30 pm in Colorado Springs

Fill out my online form.

Our workshop is purely educational, and is not a sales pitch to sell any products, or insurance. This workshop
is unique in that we have combined the important highlights of Estate and Tax planning. All of us have heard
at least one story of someone who didn’t have a plan. The workshop will give you peace of mind, direction,
& education about effectively coordinating your assets and the new tax rules in retirement.


January 23rd, 6:30 pm
Greenwood Village, Loveland, Colorado Springs

What you will learn at our Estate Planning workshop:

  • How to organize your estate plan for ease of settlement
  • Identifying when a trust, will, or Powers of Attorneys are needed
  • How to correctly title assets
  • Ways to secure the future for special needs dependents
  • How to leave a meaningful legacy for generations


5214 N. Nevada, Bldg. Suite #100
Colorado Springs, CO 80918

Our latest articles...

Close Menu