WOMEN’S ESTATE PLANNING COUNCIL

Join us for Fiduciary Wish List: Do's and Don'ts in Estate Planning Documents, presented by First Western Trust's Julie Golden. Using a real-world estate scenario, we'll cover the practical gaps between a well-drafted plan and one that actually works when a fiduciary steps in, from blended families and unusual assets to tax issues and the delays clients don't expect.

Julie Golden is a Senior Wealth Advisor who helps families align their estate and financial plans with their legacy goals. She holds credentials as a CPWA, CTFA, AEP, and TEP, and serves on the Board of Directors of the Denver Estate Planning Council and Goodwill Industries.