Upcoming Events

by Karen L. Brady

Upcoming Workshops and Client Update Programs

Our next workshop is “Winning the Estate Planning Game”. This is designed for people who want to learn more about estate planning and working with an estate planning attorney. Attendees will receive a free copy of Karen’s new book: Your Legacy: Meaningful Estate Planning. There is no charge for this workshop, but reservations are necessary.

The workshop is held on Saturday, November 22nd, from 2:00 p.m. to 4:00 p.m. 

The workshop location is our offices, 5400 Ward Road, Bldg V, Suite 170.

To reserve your seats, contact us, or call (303)420-2863.

Client Update Program

Our client update programs for December are full.  As a result, we added another one on January 22, 2009.  We’ve set aside several 45-minute appointments for your “cruise”.  If you are one of our CAReProgram participants and aren’t scheduled for a 2008 update meeting yet, call us at (303)420-2863 to get in for this last date until 2010.

Continuing Education for Advisors

Our next advisor Lunch-n-Learn will be in January 2009. Please keep checking for updates.