Past Meeting Topics

Past speakers over the last 12 months have included:

Considerations in Using Real Estate as a Wealth Generation and Wealth Transfer Tool presented by Heidi Gassman, Esq. with Moye White, LLP, Zack Otte, with Plante Moran REIA, and Kelly Kozlowski and Susan Adams with Hive Homes Colorado

Invest to Advance - How Multicultural Families Build Generational Wealth presented by Casey Minnick, UBS Financial Services

Current Trends in Philanthropic Planning from the Perspective of a Community Foundation presented by Rachel Spory-Leek and Genevieve Laca from the Denver Foundation

Millennial Estate Planning Trends - 3 Keys to Creating a Lasting Legacy presented by Pamela Maass Garrett and Benton Rowse

Preparing for a Third Party Sale: Estate Planning and Other Considerations presented by Kristin Piñeiro of First Western Trust and Jennifer Cohen of Sussess Law, LLC

Social Security Considerations in Estate Planning presented by Steve Parrish and Sophia Duffy of The American College of Financial Services

Annual Tax Update: Tax and Build Back Better Act Update presented by Alissa Bowers from RSM

Estate Planning Below Ground: The Intersection of Oil and Gas and Estate Planning presented by Mallory Hasbrook from Welborn Sullivan Meck & Tooley, P.C.

Farm and Ranch Estates - Bareback or Saddle Bronc Riding? How to Last Eight Seconds and Win the Go-Round presented by Justin D. Cumming from Lewis Roca Rothgerber Christie, LLP

Legislative Review of Past Session presented by Elizabeth Peetz from the Vice of Government Affairs for the Colorado Realtors

Passionate Collecting, Thoughtful Ownership: Best Practices for Managing and Planning for Art,Jewelry and Collectibles