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!
2019 Exclusive C.A.R.e. Plan Events
All of the events listed below are included in your C.A.R.e. Plan.
Keep an eye out for more details in our new eNewsletter!
RSVPs needed please call our office to reserve your seat!
Trustee Training Workshops (C.A.R.e. Plan: Enhanced & Elite)
Need a refresher on the basics of how your trust-based plan works?
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. This workshop is open to our C.A.R.e. Plan clients on Enhanced or Elite levels with Trusts. If you have a will-based plan, check out our Agents on Deck workshops.
July 17th at 9:00 am // Aug 10th at 11:00 am // Aug 28th at 11:30 am // Sep 14th at 10:45 am
Sep 25th at 10:45 am // Oct 12th at 10:45 am // Oct 23rd at 10:45 am // Nov 20th at 9:30 am
Dec 4th at 11:30 am // Dec 14th at 12:30 pm (after the Open House)
Agents on Deck
What does it mean to be a personal representative, guardian, or agent? This workshop is for the persons named to “helper roles” in the will-based estate plans of current members of our C.A.R.e. Plan. Bring the people who are listed in the Confirmation of Names and Fiduciaries document found behind the Personal Information or Nominations tab in your Estate Planning Portfolio (“Red Book”). This will be a general overview of the roles of personal representative, agent, health care agent, guardian, and trustee of a “blueprint trust”. C.A.R.e. Plan clients who have a revocable living trust should sign up for the Trustee Training Workshops.
July 27th at 12:00 pm // Nov 9th at 12:00 pm
Asset Alignment (C.A.R.e. Plan: Essential)
What do you do after you have signed your Will or Trust? Attend this workshop to get a general overview of how and when to align asset titles and beneficiary designations to conform with your estate planning goals. We will cover retitling bank and investment accounts, designating beneficiaries of life insurance and retirement plans, and more.
July 27th at 10:45 am // Nov 9th at 10:45 am
Options for Long-Term Care
Educate yourself on the differing levels of retirement and long-term care from in-home services to nursing homes to everything in between.” Jill Ross is back with us to present this workshop. Jill is the Director of Marketing at Springwood Retirement Campus and President of the Funeral Consumer Society of Colorado.
Aug 28th at 10:20 am // Dec 4th at 10:20 am
Funeral Planning Workshop
Join us and Jill Ross to learn more about your after death options for funeral, burial and cremation. We will discuss the difference between pre-planning and re-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.
Aug 28th at 10:20 am // Dec 4th at 10:20 am
What to Do with The Stuff: Estate Sales and Other Options
Our guest speaker Debbe Jaspering will be discussing estate sales and your other options for handling all of the “stuff.” Debbe Jaspering is the owner of Colorado Estate Sales. She has over 25 years of experience in estate liquidation and has worked with estates of all kinds and sizes.
Sep 25th at 9:30 am
Other Client Events
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. Our goal is to help you plan ahead and communicate your wishes to your loved ones. This workshop can help you start that conversation.
SEATING IS LIMITED, YOU MUST REGISTER TO ATTEND
December 13, 2017 4:00 PM – 5:00 PM Register Here!
Holiday Open House
Join us this December in our office to celebrate the holiday season! We will have a wonderful spread of seasonal goodies and drinks. We are also going to have the Holiday Gift Drive! Keep a look out for more details about what our families need as the event gets closer. This event is only open to our C.A.R.e. Plan Clients, Advisors, and their families.
December 9, 2017 9:30 AM – 11:30 AM RSVP Here!
