| July 31, 2025 |
EPCSED Summer Social
|
| June 26, 2025 |
EPCSED Happy Hour and AEP Informational Presentation
|
| May 6, 2025 |
EPCSED Meeting: The Art and Science of Charitable Giving
Debbie Roberts, JD, Children’s Hospital Colorado Foundation |
| February 11, 2025 |
EPCSED Meeting: 2025 Income Tax Update and What is on the Horizon for a New Tax Bill
Buddy Newton, skr + co |
| November 12, 2024 |
EPCSED Meeting: Cryptocurrency: Tax and Estate Planning
Chris Levkulich, Fennemore Craig PC |
| September 10, 2024 |
EPCSED Meeting: Four for 2024: 4 Compelling Client Strategies
Monica M. Rhee, Pacific Life |
| June 20, 2024 |
EPCSED Summer Social
|
| May 14, 2024 |
EPCSED Meeting: More Coloradans Over 60 than Under 18—Now What?
Bob Brocker, AgeWise Colorado |
| February 13, 2024 |
EPCSED Meeting (Canceled)
|
| December 12, 2023 |
EPCSED Meeting: Takeaways from the NAEPC Advanced Estate Planning Strategies Conference
Charles Wilson, Charles Wilson Inc. |
| September 12, 2023 |
EPCSED Meeting: Considerations for Attorneys Resulting from the Corporate Transparency Act
Herrick K. Lidstone, Jr., Burns, Figa & Will |
| August 10, 2023 |
EPCSED Summer Social
|
| June 15, 2023 |
EPCSED Summer Social
|
| May 16, 2023 |
EPCSED Meeting: Financial Exploitation and Dementia: How to Spot It and What to Do
Kay Adams, Compassion Works, LLC |
| February 14, 2023 |
EPCSED Meeting: Market Outlook 2023
Timothy Kyle Wilson, Merrill Lynch Wealth Management |
| November 8, 2022 |
EPCSED Meeting: 2023 Legislative Preview
Elizabeth Peetz, Colorado Association of REALTORS® |
| September 13, 2022 |
EPCSED Meeting: Reverse Mortgage Basics
Zach P. Smith, Chariot Financial |
| August 18, 2022 |
EPCSED Summer Social
|
| July 14, 2022 |
EPCSED Summer Social
|
| May 10, 2022 |
EPCSED Meeting: Impact Investing
Mary “Kit” Mac Nee, Morgan Stanley |
| February 8, 2022 |
EPCSED Meeting: Green Burial, Body Composting, Water Cremation: Caring for Yourself and Your Loved Ones
Jamie Sarche, Feldman Memorial |
| November 9, 2021 |
Canceled: EPCSED Meeting
|
| September 14, 2021 |
EPCSED Meeting: Century of Opportunity Legislation
Liz Peetz, Colorado Association of REALTORS® |
| August 26, 2021 |
EPCSED Summer Social
|
| July 22, 2021 |
EPCSED Summer Social
|
| May 11, 2021 |
EPCSED Virtual Meeting: What the Medical Profession Doesn't Know about Senior Living
Kelly O'Connor, MA, CDP, CPRS, CSA |
| February 9, 2021 |
EPCSED Virtual Meeting: Uncovering the True Cost of Aging: Planning and Preparing for the Future
Juliana Young, Home Care Assistance |
| November 10, 2020 |
EPCSED Webinar: The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation
Don Graves, RICP®, CLTC® CSA |
| September 8, 2020 |
EPCSED Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D’Addona MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished) |
| May 12, 2020 |
EPCSED Meeting
Speaker TBD |
| February 11, 2020 |
EPCSED Meeting: Dementia 101 + Reducing Your Risk
JJ Jordan |
| November 12, 2019 |
EPCSED Meeting: Estate Planning with Directed Trusts Under the Colorado Uniform Directed Trust Act
Jeffrey B. Kadavy |
| September 10, 2019 |
EPCSED Meeting: Adventures in Charitable Planning
Mark D. Masters, Esq. |
| August 15, 2019 |
EPCSED Summer Social
|
| June 27, 2019 |
EPCSED Summer Social
|
| May 14, 2019 |
EPCSED Meeting: Mind Your Own Business: Succession Planning for the Closely Held Business
L. William Schmidt, Jr. |
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