Client Events

We offer the following events for C.A.R.e. Plan clients only.

Please see our Public Events tab for workshops designed for the public.
Please see our Advisor Events tab for workshops designed for professional advisors.

Thank you!

Successor Trustee Training Workshops

Our clients enrolled in our C.A.R.e. Plan are welcome to attend these programs and invite those persons named as successors or beneficiaries to attend as well.

Our clients not enrolled in our C.A.R.e. Plan may attend for a fee.

These are group programs to cover the basics of trust planning and what a successor trustee needs to know when a trustmaker dies or becomes disabled.

Reserve your seat today!
Email us at
Call us at 303-420-2863
or rsvp via our Facebook Events Page

April 19, 2017 2:00pm - 3:30pm Register here *NEW DATE*

May 20, 2017 12:30pm - 2:00pm Register Here

June 7, 2017 2:00pm - 3:30pm

July 8, 2017 12:30pm - 2:00pm

August 9, 2017 2:00pm - 3:30pm

September 9, 2017 9:00am - 11:30am (this is the same day as our picnic!)

October 11, 2017 2:00pm - 3:30pm

November 11, 2017 12:30pm - 2:00pm

December 13, 2017 2:00pm - 3:30pm

Other Client Events

Attendence to these events is free.

Please rsvp:
Email us at
Call us at 303-420-2863
or rsvp via our Facebook Events Page

Advance Care Planning

Join us and Lutheran Family Services to learn about Advance Care Planning, the process of planning for the "what-ifs" that may occur across the lifespan. Natalie DeVille, LCSW, C-ASWCM, an Aging Life Care Manager, will help clarify the steps in advance care planning including assessing your values, understanding how to choose the right medical durable power of attorney, and talking with your loved ones about your wishes. In addition, she will have you consider topics such as organ donation and other after-death planning.

June 7, 2017 4:30-5:30

October 11, 2017 12:30-1:30

Financial Planning in the Shadow of Dementia

Join us and presenter Michael Lincoln, to learn about living in the shadow of dementia. We will focus on the challenges dementia can present and the best ways to prepare for those challenges. Michael Lincoln is the President of Lincoln Financial Services here in Arvada. He has been serving the community for 40 years.

April 19, 2017 4:00 - 5:00 Register Here *NEW DATE*

May 20, 2017 2:30 - 3:30 Register Here

July 8, 2017 2:30 - 3:30

Planning Ahead Workshop

Join us to learn more about your after death options for funeral, burial and cremation. We will discuss the difference between pre-planning and pre-paying. Handouts will be provided to help you plan ahead and communicate your wishes to your loved ones. This workshop can help you start that conversation.


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

The location will be determined closer to the event.

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

This event will be held in our office.

*Updated 03/15/17*