Estate Planning Class: April 23rd or April 27th
April 23rd or april 27
The lone tree hub
WHAT you will learn at this class
To register for the Estate Planning class call 303-694-1600 or fill out the form.
Whether you are in the position of being responsible for settling an estate or you want to have your own estate in order, this class is for you
For many estate planning can be a very confusing process. Even if you initially understand your plan, you may forget how it is supposed to work as time goes by. This class will walk you through the basics of estate planning as well as provide you with a tool, at no charge, that will allow you to organize your estate so that you will have a complete understanding of your plan. When the time comes, the person responsible for settling your estate will have full access to your plan as well as step-by-step instructions to complete the estate settlement process.
The primary goal of this class is to give you the knowledge and tools to make estate settlement a smooth, simple process. The last memory your loved ones have should not be the mess you left behind that they had to sort out.
With nearly two decades of experience in the financial services industry, Bruce has the expertise to provide a comprehensive analysis of each client’s retirement picture, with a particular strength in the area of the ever-changing tax issues surrounding retirement strategies. Bruce’s relaxed style, his responsiveness, and his careful monitoring and timely adjustments to his clients’ retirement plans won him the honor as one of the “Top Wealth Managers in Denver” by 5280 Magazine in 2013 and 2014.
Bruce is a featured speaker at Presidential Wealth Management workshops and even provides continuing education to tax preparers. Bruce is a certified National Social Security Advisor. He is the “go-to” guy in the office for federal benefits issues, pension analysis, and special needs planning for disabled adults and children.
A 1988 University of Wyoming graduate with an accounting degree, Bruce grew up on a Wyoming ranch and is proud of his many ranching experiences. He lives with his wife, Cindy, and their two children, Ginny and Charlie.
Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement.
Bruce is also the creator of Legacy Guide, an online solution built from the ground up to help pass along your important information—both asset and personal—to your designated heirs.