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Estate Planning with Successful Women -  Expand Your Professional Practice

This program, sponsored by the law offices of Davis & Associates, P.C., consists of one full-day session designed to review estate planning techniques and strategies with an emphasis on building your practice using practical solutions to estate planning problems benefiting your high net worth women clients:
  •  Women In Business
  •  Children/Guardianships/Beneficiaries
  •  Medical Issues/Incapacity
  •  Property Ownership
  •  Communication Strategies
  •  Keys to Planning Before Becoming a Widow
  •  Retirement
  •  6 Steps to Follow at/during Widowhood
  •  Insurance
  •  Women Focused Revocable Living Trusts
  •  Wealth Transfer/Inheritance Protection
  •  Distribution Alternatives
  •  Asset Protection
  •  Other Types of Trusts
  •  Disability
  •  Dealing w/Inherited Marital/Credit Shelter Trusts
  •  Estate Taxes
  •  Advanced Planning
This course has been approved for 8 hours of continuing education credit by the Colorado Division of Insurance, the CFP® Board of Financial Standards, and the State of Colorado Supreme Court – Board of Continuing Legal & Judicial Education.  It also qualifies for 8 hours of Continuing Education Credit for CPAs.
This instructor led program is presented by Janine A. Guillen, JD, MBA, RN 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. Registration is necessary since classroom size will limit seating. You are invited to enroll by calling Cindi at (303) 670-9855.  Course Flyer.

 

If these dates don’t work for you, but 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.

Earn Credit

July 2008

 
 
Estate Planning with Successful Women (1 day course, 8 hours credit, cost is $79) Register online
July 18, 2008
8:30-5:00pm
 

August 2008

 
 
Estate Planning with Successful Women (1 day course, 8 hours credit, cost is $79) Register online
August 22, 2008
8:30-5:00pm
 

September 2008

 
 
Estate Planning with Successful Women (1 day course, 8 hours credit, cost is $79) Register online
September 26, 2008
8:30-5:00pm
 

 


 

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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.