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Helping Individuals Plan For Everyone They Love and Everything They Own

  

 

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You are cordially invited to attend our continuing education program entitled:

Opportunities in Estate Planning for Insurance Professionals, CFPs® & CPAs

This program, sponsored by the Law Offices of Davis & Associates, P.C., consists of two full-day sessions designed to review estate planning techniques and strategies with an emphasis on building your practice using practical solutions to estate planning problems. This course has been approved for 16 hours of continuing education credit by the Colorado Division of Insurance and the CFP® Board of Financial Standards. It also qualifies for 16 hours of CPA Continuing Education Credit.
Last year, over 300 professionals attended this program. It’s popularity is based on the practical information provided in a discussion/question and answer format. The program content covers answers to many of the practical questions your clients ask. We have offered similar programs that have received high ratings from over 800 Colorado CPAs, Financial Advisors and Insurance Professionals.
The program is designed as a tool to help you build your practice in this fast growing senior market by:
  •  Increasing your confidence in handling senior issues
  •  Understanding the estate planning process
  •  Maintaining assets from one generation to another
  •  Developing multi-generational clients
  •  Identifying opportunities to assist your clients.
Registration is required and seating is limited.  The registration fee is $89.  The registration process is managed by Cindi at (303) 670-9855.

What Program will you be attending?

                                         

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Davis & Associates before?    (Required)                    

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 If you select credit card please include your credit card number below.)

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Would you like a course confirmation via Fax? or Email?
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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.