General
Information
Upcoming
Schedule
RSVP to
Attend Meeting
Location
of Meeting
Past
Speakers
General
Information
The Council meets the second Thursday of each month. At
the meetings, we provide opportunities to network with
other members and guests, followed by an educational
program. The educational program is presented by the
members and covers topics of interest to the membership
at large. Continuing education credits are generally
available at each meeting for each
profession.
Guests are
welcome to attend for a $25.00 fee.
The general
agenda for the meetings is as follows:
5:30 - 6:00 Networking
6:00 - 6:10 Remarks and introductions
6:10 - 7:00 Program
Light
refreshments provided by Fete
Accompli, LLC,
720-231-7142.
Upcoming
Schedule
March
11, 2010 **
NOTE CHANGE OF LOCATION: Classic Residence, 2580 Classic
Drive, Highlands Ranch **
Evaluating
Continuing Care Retirement Communities - Join CPA and
Director of Accounting Bill Kirschner & Sales
Director Angela Green at Classic Residence by Hyatt to
explore the variety of costs and standards of care among
retirement living options. Learn about entrance fee
communities, how to help your clients evaluate a
continuing care community contract, a community’s
financial stability, and measures in place to protect
their assets. Leave with the confidence to navigate your
clients through the emerging choices that enhance their
active lifestyles and provide peace of mind for the
future.
Classic
Residence by Hyatt is sponsoring the March meeting at
their facility at 2580 Classic Drive, Highlands Ranch. It
is located just off University about 1 mile south of
C-470 (turn west off University on Classic Drive, which
is the entrance to Classic Residence). If you need more
detailed directions, call 720- 747-1234 or visit their
web site at hyattclassic.com.
Complimentary valet parking provided - no tipping,
please.
April 8, 2010
**
NOTE CHANGE OF LOCATION: 1437 Bannock Street
(Intersection of Colfax & Bannock), Room 224
**
Introduction
to Denver Probates - Join us in a Denver courtroom
(see below) as Jennifer Shaler, Esq. and Judge Jean
Stewart explain protective proceedings, decedents’
estates, mental health issues, and trusts.
Courtroom:
1437 Bannock Street (Intersection of Colfax &
Bannock), Room 224. As you step off the elevator on the
second floor, turn left. The Clerk's Office is at the end
of the hall, on the right. To reach the courtroom, go
past the Clerk’s Office, make a right, and the
courtroom is at the end of the hall.
May 13,
2010
TBA
RSVP
to Attend Meeting
You
can RSVP online to attend any WEPC meeting.
Simply
click here to complete the RSVP
form.
Location
of Meeting
|
The
Galleria
720 South Colorado Blvd. --
 Garden
level conference room
Northwest
corner of building
Denver, CO 80246
Parking
on the Bluebell ("B") level
|
|
Past
Speakers
Past speakers have included:
Elder
Mediation - Easing the Tough Conversations
Debbie
Reinberg, John Rymers, & Ken Helander,
ELDEResolutions
Medicare 101
Shari
Fikany, Kaiser Permanente
Estate Planning for Non-Traditional Families
Erica
Johnson, Esq., Ambler & Keenan, LLC
A Live Case Study – Estate Planning Between an
Advisor and Her Client
The
Denver Foundation
Care for Seniors in Our Community
A
dialogue between non-profits and the WEPC
Working with Incapacitated Adults
Pamela
Wilson
Failsafe Exit Strategy: How to Dramatically Improve
Your Business Valuation through Effective Exit Planning
Sandy
Blaha
A Case Study of the Denver Scholarship Foundation
Panel:
Myles Mendoza, Development Director, Denver Scholarship
Foundation; Rachel James, Esq., Partner, Davis, Graham
& Stubbs LLP; and Bob Phelps, Managing Director,
JPMorgan Private Bank
Financial Planning Issues in Divorce
Shari
Lutz of Harper, Lutz, Zuber Potenza & Associates
Basics of Business Valuation
Carol
A. Wilson, CPA/ABV/CFF, CVA/CFFA of Zarlengo Raub LLP
Annual Tax Update
Fran
Coet, CPA/CFF, CVA, CFP,
CDFA
Life
After Death
Marilyn
McWilliams, Esq., author of Life After Death: A Legal
and Practical Guide for Surviving Spouses
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