Description

The June class has been cancelled - please consider signing up for the class on September 11, 2024

Instructor: Stephen Villanueva

CE Credit: 2 Hours 

Location: This class is in person in Community Room 1 at Elevations Credit Union, 1 Environmental Way, Broomfield.

Description: Come learn how to educate your clients about their needs to protect the Legacy assets (specifically real estate) through proper estate planning. Topics include defining a legacy, process for probating a Will, types of trusts, steps to protecting assets and more. Sponsored by Elevations Credit Union.