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.