Lunch and Learn: Legacy Building

Description

Instructor: Stephen Villanueva
CE Credit: 2 Hours
Lunch will be Served at 11:30am, Class beings at Noon

Location:
Elevations Credit Union - Broomfield Basecamp Community Room
1 Environmental Way, Broomfield, CO 80021

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. 

Join us for lunch, provided by Melissa Valenzuela Cotton and Jess Obenchain, at 11:30am.
Class will begin promptly at 12pm.