Advisor Events

Estate Planning Advisor's Academy

This series features six sessions designed to educate professional advisors in the team approach to estate planning.

Each session is presented by our attorney, Karen Brady, in our office and is one-hour long.

Attendance and CE Credit is free. Lunch will be provided with your advanced order and a $5 fee.

Reserve your seat today!
Click the Registration links under each event
or rsvp via our Facebook Events Page

If you have any questions contact us!


May 3, 2017 11:30am - 12:30pm

Advanced Planning Essentials

"Advanced Planning Essentials" discusses how advanced estate planning can preserve large estates through estate and gift tax planning, charitable planning and asset protection planning.

Register Here

June 7, 2017 11:30am - 12:30pm
Comprehensive Planning Through Niche Based Strategies

"Comprehensive Planning through Niche Based Strategies" focuses on understanding many of the most popular niche planning strategies and how to plan for a client's entire estate, including digital assets, firearms, and pets.

Register Here!

Other Events Open to Advisors

Attendence to these events is free. We ask that you rsvp:
Email us at
Call us at 303-420-2863
or rsvp via our Facebook Events Page

September 9, 2017 1:00pm - 3:00pm
Annual Client Appreciation Picnic

Location to be dertermined closer to event

December 9, 2017 9:30am - 11:30am
Holiday Open House

The Open House will be held in our office.

*Updated 04/20/17*