Course Description:                                                                                                        



This course looks at issues faced by unmarried and non-traditional couples, both in the gay and lesbian community and the heterosexual community.  The law is in flux in a number of states regarding same-sex marriage, domestic partnerships and civil unions, and often, the law is notably unfavorable.  The lack of legal recognition at federal and state levels can leave partners vulnerable to a myriad of unintended consequences.  In this course we examine prevalent issues and problems these couples face, the law, and the planning solutions that can be accomplished.  The burden is on non-traditional couples and unmarried couples to protect each other both personally and financially through proper planning.  As trusted advisors, knowledge about this specialized area of planning will assist you in providing services to your unmarried and non-traditional clients.

NOTE:  The course level is basic to intermediate with no prerequisites required.

This course has been approved for 4 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.

The program is presented from 8:00 a.m. - 12:00 p.m. at the Davis Conference Center at 523 Park Point Drive, Suite 101, Golden, CO 80401.

Continuing Education Credits:

• 4 hours - Colorado Division of Insurance and the CFP® Board of Financial Standards
• 4 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:

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 Other Courses Offered:

Essential Estate Planning Concepts
Estate Planning for Successful Women
Elder Law & Our Aging Population
Planning with IRAs & Qualified Retirement Plans
Advanced Estate Planning Techniques
Planning for Business Owners - Exit & Estate Planning
Understanding Charitable Planning Techniques