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.

October 2017

Mon Tue Wed Thu Fri Sat Sun
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  • Living Trust Seminar
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  • Estate Planning- Centennial
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  • Estate/Trust Planning-Centennial
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  • Estate/Trust Planning- Lakewood
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  • Estate/Trust Planning- Evergreen
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  • Estate/Trust Planning- Arvada
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  • Estate/Trust Planning Seminar- Parker
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  • Estate/Trust Planning Seminar- Castle Rock
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  • Estate/Trust Planning Seminar- Parker
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  • Estate/Trust Planning Seminar- Highlands Ranch
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  • Estate/Trust Planning Seminar-Roxborough

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