Estate Planning with Successful Women - Expand Your Professional Practice Print E-mail

Course Description:                                                                                                         Successful Women Register Now



This program, sponsored by the law offices of Davis Schilken, PC, consists of one full-day session designed to review estate planning techniques and strategies relative to planning with successful women.  This program provides an emphasis on building your practice using practical approaches to estate planning problems that will benefit your high net worth women clients.

Topics Include: 

  • Women in Business
  • Medical Issue/Incapacity/Disability
  • Communication Strategies
  • Planning Before Widowhood
  • 6 Steps to Follow at/ during Widowhood
  • Wealth Transfer/Inheritance Protection
  • Asset Protection
  • Women Focused Living Trusts
  • Advanced Planning
  • Children/Beneficiaries
  • Property Ownership
  • Retirement
  • Insurance
  • Guardianships
  • Distribution Alternatives
  • Other Types of Trusts
  • Estate Taxes
  • Handling Inherited Marital/ Credit Shelter Trusts

NOTE: Course level is beginning to intermediate with no prerequisites required.

This course has been approved for 8 hours of continuing education credit by the Colorado Division for Insurance Professionals and the CFP® Board of Standards for CFPs.  It also qualifies for CE credit from the Colorado State Board of Accountancy for CPAs.

This instructor led program is presented by Janine A. Guillen, JD, MBA, RN, an attorney with Davis Schilken, PC  The program is presented from 8:30 a.m. - 5:00 p.m. at the Davis Schilken, PC Conference Center at 523 Park Point Drive, Suite 101, Golden, CO 80401.

Continuing Education Credits:

8 hours - Colorado Division of Insurance and the CFP® Board of Financial Standards
8 hours for CPAs (prior approval not required for Colorado CPAs)

Location:

Davis Schilken, PC Conference Center
523 Park Point Drive, Suite 101
Golden, CO 80401

Upcoming Dates:

Course Number Course Name
 Cost CE Hours Times Dates
CE102  Estate Planning for Successful Women $79.00
 8
  8:30 AM to 5:00 PM June 9, 2010
July 13, 2010
August 4, 2010
September 29, 2010
October 26, 2010
November 2, 2010

Register Now!

 Other Courses Offered:

Essential Estate Planning Concepts
Elder Law & Our Aging Population
Planning with IRAs & Qualified Retirement Plans
Advanced Estate Planning Techniques
Estate Planning for Unmarried/Non-Traditional Couples
Planning for Business Owners - Exit & Estate Planning
Understanding Charitable Planning Techniques