Past Events

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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