Lunch And Learn - Legacy Building
Wednesday, January 24, 2024 (11:30 AM - 1:30 PM) (MST)
Description
Instructor: Stephen Villanueva
CE Credit: 2 Hours
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.
Sponsors
Class Sponsor
BOLO Boulder Office
4790 Table Mesa Drive #200
Boulder, CO 80305 United States
4790 Table Mesa Drive #200
Boulder, CO 80305 United States
Wednesday, January 24, 2024 (11:30 AM - 1:30 PM)
(MST)
Categories
Education
FREE for BOLO Members
CE Credited Classes
Lunch and Learn
Education
FREE for BOLO Members
CE Credited Classes
Lunch and Learn
Registered Guests
19
19
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