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.

 Date  Time  Location
Tuesday September 26th 1pm to 3pm Golden Hampten Inn 17150 W. Colfax Ave. CO 80401
Wednesday September 27th 10am to 12pm Lone Tree Library 10055 Lone Tree PKWY Lone Tree CO 80124
Thursday September 28th 1pm to 3pm Highlands Ranch Library 9292 Ridgeline Blvd. Highlands Ranch CO 80129
Tuesday October 10th 12:30pm to 2:30pm Highlands Ranch Library 9292 Ridgeline Blvd. Highlands Ranch CO 80129
Wednesday October 11th 10am to 12pm Smokey Hill Library 5430 Biscay Circle Aurora Co 80115
Thursday October 12th 1pm to 3pm Koelbel Library 5955 S. Holly Street Centennial Co 80121
October 16th 1pm to 3pm Lakewood Library 10200 W. 20th Avenue CO 80215
October 17th 1pm to 3pm Evergreen Library 5000 Highway 73 Evergreen CO 80439
October 19th 3pm to 5pm Arvada Library 7525 W. 57th Avenue Arvada CO 80002
October 23rd 7pm to 9pm Parker Hampton Inn & Suites 19010 East Cottonwood Drive Parker CO 80128
Tuesday October 24th 2pm to 4pm Castle Rock Library (East) 100 S. Wilcox Castle Rock Co, 80104
Wednesday October 25th 1pm to 3pm Parker Library 2nd Floor 20105 E. Mainstreet Parker Co 80138
Thursday October 26th 2pm to 4pm Highlands Ranch Library 9292 Ridgeline Blvd Highlands Ranch Co 80129
Thursday October 31st 4pm to 6pm Roxborough Library 8357 N. Rampart Range Road STE 200 Littleton CO 80125
Wednesday November 1st 2pm to 4pm Castle Pines Library 7437 Village Square Drive STE 110 Castle Pines CO 80108
Thursday November 2nd 6pm to 8pm Golden Hampton INN 17150 W. Colfax Avenue Golden CO 80401

PUBLIC SEMINARS:

Living Trusts Seminar

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

Taught by: John R. Phillips

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