Past Events

September 9, 2025 EPCSED Meeting: Planning Opportunities After The BBB
Stephen E. Alloy, Pacific Life
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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