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Upcoming WEPC Meetings
The Council meets the second Thursday of each month from 5:30 pm until 7:15 pm. 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. Reservations are required no later than noon on the Monday prior to the Thursday meeting. To RSVP and pay online, please click the button below:
The general agenda for the meetings is as follows:
5:30 - 6:00 Networking
6:00 - 6:15 Remarks and introductions
6:15 - 7:15 Program
Most meetings are held at The Denver Foundation:
The Denver Foundation
1009 Grant St.
Denver, CO
NW Corner of Grant and 10th
On site parking
Upcoming Meeting:
Meeting and Presentation
August 11, 2022
5:30 – 7:15pm
In Person at The Denver Foundation or Virtually via Zoom
To receive CE credits, when you RSVP for the meeting via Evite, please also email your Name, Designation, and Designation ID for CFP and insurance credit to info@wepc.net.
Program Description and Details:
If you plan on attending the meeting in person, please RSVP by Friday, August 5th to ensure enough food. If you plan on attending in person, please include a message in your Evite RSVP or email Kevne Sharpe at KevneSharpe@gmail.com.
Topic: Preserving Your Clients’ Legacies Through Ethical Wills
Presenter: Nancy Sharp (see bio below)
Learn about the time-honored tradition of Ethical Wills, and how this non-binding document (and supporting items) offers clients a deeply impactful opportunity to convey their insights, wisdom, history, and values to loved ones and stakeholders. Such legacy materials are often used to clarify traditional estate planning documents, therefore lessening potential conflicts. Engaging with clients in conversations about their legacy demonstrates real understanding of who they are as individuals and what matters most to them, including planned giving.
Learning Objectives
- Know when to use a legacy letter and/or ethical will, and how to do so in a way that brings maximum value to your clients
- Learn some of the basic components of an ethical will that your clients can replicate
- Discover new ideas on how to support clients in creating legacy materials
Nancy Sharp is a nationally recognized speaker and trainer on resilience and making bold change. Her keynotes and training programs are ideal for conferences, leadership and educational symposiums, and retreats. Nancy never set out to change people's lives, but hard experience led her on a journey of resilience to do just that. Today, she draws upon her unforgettable story--along with proven research and customized, practical tools--to help individuals, teams, and organizations push beyond disruption and adversity toward growth and change.
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Continuing education credits are generally available for approved courses for Attorneys, CFP Professionals, and Insurance Professionals. Attorneys are required to self-report CLE credits. CFP and Insurance Professionals are responsible for confirming that CE credit has been reported to their account, and must notify a Programs Committee Co-Chair of any discrepancy within 30 days of the meeting date.
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Guests are welcome to attend for a $25.00 fee. Reservations are required no later than the Friday prior to the Thursday meeting. To RSVP and pay online, please click here and click the red guest payment button near the top of the page.
Future Meetings:
September 8, 2022
October 13, 2022
November 10, 2022
December 8, 2022
January 12, 2022
February 9, 2022
March 9, 2022
April 13, 2022
May 11, 2022