Helping Individuals Plan For Everyone They Love and Everything They Own

Working with Business Owners for Insurance Professionals, CFPs® and CPAs

This program, sponsored by the law offices of Davis & Associates, P.C., consists of one full-day session designed to address business owner’s concerns and needs and learn techniques and strategies with an emphasis on building your practice using practical solutions to address business owner’s specific problems. This course has been approved for 8 hours of continuing education credit by the Colorado Division of Insurance and 7 hours for the CFP® Board of Financial Standards. It also qualifies for 8 hours of CPA Continuing Education Credit.
Course Flyer.

This free program emphasizes class questions and participation. 

Topics include:

•   Basics of Entity Selection, Creation and Risk Management

•   The Minute Book – Managing Liability Exposure

•   The Limited Liability Company           

•   The Family Investment Company™   

•   Working with Real Estate Investors

•   Employment Agreements

•   Buy/Sell Agreements

•   The Top 10 Legal Mistakes Business Owners Make

•   Asset Protection for the Business Owner

This instructor-led program is presented by Keith Davis, Esq., JD, MBA, LLM (Tax), CPA and Francis P. Brown, Esq., JD, LLM (Tax), MIM of Davis & Associates, P.C. The program is presented from 8:30 a.m. to 5:00 p.m. at the Davis Conference Center at 523 Park Point Dr., Suite 101, Golden, CO 80401.

Coming soon

If you would like to be notified of future seminars, please call Cindi at (303)-670-9855.

All events will be held at:

Davis & Associates Conference Center

523 Park Point Drive

Suite 101

Golden, Colorado 80401

Driving Directions

For registration help email cfsmith@davisassocpc.com or call Cindi at (303) 670-9855. 
Course attendees can register for any of the courses on-line or call our 24 hour seminar line (303) 531-5163 to leave a voice mail message.

Send mail to davisassoc@incognitosolutions.com with questions or comments about this web site.
 Copyright © 2005- Davis & Associates, P.C.              By

Our firm specializes in Estate Planning, Business Planning, Estate and Trust Administration, Corporate Entity Formation and High Net Worth. We help individuals and families plan for life, deal with death, preserve wealth, wealth management and asset protection. Our law firm, attorneys and lawyers handle estate planning cases throughout Colorado (CO) including, but not limited to Alamosa, Arvada, Aspen , Aurora, Beaver Creek, Black Hawk, Boulder, Breckenridge, Brighton, Broomfield, Buena Vista, Canon City, Castle Rock, Centennial, Central City, Colorado Springs, Commerce City, Craig, Crested Butte, Cripple Creek, Denver, Dillon, Durango, Eagle, Englewood, Estes Park, Evergreen, Florence, Fort Collins, Fountain, Frisco, Genesee, Georgetown, Glenwood Springs, Golden, Grand Junction, Grand Lake, Greeley, Green Mountain, Greenwood Village, Gunnison, Highlands Ranch, Idaho Springs, Ken Caryl Ranch, Keystone, Kittredge, Kremmling, LaJunta, Lakewood, Lamar, Larkspur, Las Animas, Leadville, Littleton, Longmont, Louisville, Loveland, Manitou Springs, Monte Vista, Monument, Morrison, Northglenn, Parker, Pikes Peak, Pueblo, Pueblo West, Salida, Sedalia, Steamboat Springs, Telluride, Thornton, Trinidad, Vail, Walsenburg, Westcliffe, Westminster, Winter Park, Woodland Park, Yampa, Yuma, Adams County, Alamosa County, Arapahoe County, Archuleta County, Baca County, Bent County, Boulder County, Broomfield County, Chaffee County, Cheyenne County, Clear Creek County, Conejos County, Costilla County, Crowley County, Custer County, Delta County, Denver County, Dolores County, Douglas County, Eagle County, El Paso County, Elbert County, Fremont County, Garfield County, Gilpin County, Grand County, Gunnison County, Hinsdale County, Huerfano County, Jackson County, Jefferson County, Kiowa County, Kit Carson County, La Plata County, Lake County, Larimer County, Las Animas County, Lincoln County, Logan County, Mesa County, Mineral County, Moffat County, Montezuma County, Montrose County, Morgan County, Otero County, Ouray County, Park County, Phillips County, Pitkin County, Prowers County, Pueblo County, Rio Blanco County, Rio Grande County, Routt County, Saguache County, San Juan County, San Miguel County, Sedgwick County, Summit County, Teller County, Washington County, Weld County, Yuma County and more.