Past Events

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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