Upcoming Public and Professional Seminars and Events

Living Trusts Seminar
How to Plan Your Estate to Help Ensure Your Assets Pass to Your Family – Intact!

Taught by: John R. Phillips and Justin W. Blow

Please call the reservation line 303-755-5800 to reserve your spot.

 

 

Tuesday April 18th 10am to 12pm Castle Rock Library, 100 S. Wilcox St., Castle Rock, CO 80104
Wednesday April 19th 6pm to 8pm Hampton Inn & Suites – Golden 17150 W. Colfax Avenue, Golden, CO 80401
Thursday April 20th 1pm to 3pm Highlands Ranch Library – 9292 Ridgeline Blvd, CO 80138
Tuesday May 2nd 6:30pm to 8:30pm Parker Library 20105 East Mainstreet, Parker, CO 80138
Tuesday May 3rd 10:00am to 12:00pm Koelbel Library 5955 S. Holly Street, Centennial, CO 80121
Thursday May 4th 1:00pm to 3:00pm Eloise May Library 1471 S. Parker Rd., Denver, CO 80231
Tuesday May 16th 10am to 12pm Hampton Inn & Suites – Golden 17150 W. Colfax Avenue, Golden, CO 80401
Wednesday May 17th 2pm to 4pm Smoky Hill Library – 5430 S. Biscay Cir., Aurora, CO 80015
Thursday May 18th 1pm to 3pm Double Tree Hotel – 8773 Yates Drive, Westminster, CO 80031

 

Protecting Your Legacy From Nursing Home Costs

 
 

 Wednesday April 5th 12:30pm to 1:30pm Koelbel Library 5955 S. Holly Street, Centennial, CO 80121
Wednesday April 19th 4:30pm to 5:30pm Hampton Inn & Suites – Golden 17150 W. Colfax Avenue, Golden, CO 80401
Wednesday May 3rd 12:30pm to 1:30pm Koelbel Library 5955 S. Holly Street, Centennial, CO 80121
Thursday May 18th 3:30pm to 4:30pm Double Tree Hotel – 8773 Yates Drive, Westminster, CO 80031

Living Trusts SeminarPUBLIC SEMINARS:

How to Plan Your Estate to Help Ensure Your Assets Pass to Your Family -Intact!

Taught by: John R. Phillips and Justin W. Blow

Synopsis: A comprehensive overview of Revocable Living Trusts and how they can be used to help pass your assets to your family quickly and efficiently.   Designed for members of the public without background in estate planning. Loaded with real information not sales pitches, so you can make an informed decision on what Estate Planning tools will work best for you.

Topics covered include:

  • Revocable Trusts, Testamentary Trusts
  • Wills, Irrevocable Trusts
  • Living Wills, Powers Of Attorney
  • Probate:  What is it and do I really need to avoid it?

Please keep visiting our website to check for more upcoming seminar dates and locations.

Please contact us to make arrangements for private seminars for your group or organization. John can speak on a variety of topics and will customize to fit your needs.


PROFESSIONAL INSTRUCTION:

Estate Planning for Professionals

Taught by: John R. Phillips

Synopsis: Intense, concentrated, accelerated professional designation course. 30+ classroom hours in one weekend to prepare students for the Certified Financial Planner TM designation. Also qualifies for the academic requirements for estate planning modules for the ChFC and CLU certifications.

Prerequisite: Valid enrollment in one of these three professional designation programs or by special permission of the course provider.

For further information: Call Rattiner’s Financial FastTrack, Inc. 303 522 8767.

Dates and Locations:

Location: To Be Determined

Dates: To Be Determined