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 February 21stth 1pm to 3pm Parker Library – 20105 East Mainstreet, Parker, CO 80138
Wednesday February 22ndth 1pm to 3pm Koelbel Library 5955 S. Holly Street Centennial 80121
Thursday February 23rdth 10am to 12pm Double Tree Hotel – 8773 Yates Drive Westminster, CO 80031
Tuesday March 7thth 10am to 12pm Highlands Ranch Library – 9292 Ridgeline Blvd, CO 80138
Wednesday March 8thth 10am to 12pm Castle Pines Library- 360 Village Square Lane, Castle Pines, CO  80108
Wednesday March 8thth 12:30pm to 1:30pm Options to Going Broke in a Nursing Home.
Castle Pines Library- 360 Village Square Lane, Castle Pines, CO 80108
Thursday March 9thst 1pm to 3pm Smoky Hill Library- 5430 S. Biscay Cir. Aurora, 80015
Tuesday March 21stth 6:30pm to 8:30pm Highlands Ranch Library – 9292 Ridgeline Blvd, CO 80138
Wednesday March 22ndth 1pm to 3pm Double Tree Hotel – 8773 Yates Drive Westminster, CO 80031
Thursday March 23rd th 10am to 12pm Koelbel Library 5955 S. Holly Street Centennial 80121

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