Message from the Board of Directors
None of us could have imagined the drastic changes in our world in the three short weeks since our March 10th luncheon. The Board of Directors, in cooperation with Virginia Dutkin, our Administrator, is following appropriate state and national guidance about managing business events, which includes information from the Centers for Disease Control (CDC), World Health Organization, U.S. State Department, etc.
At this time, given that our next event is still more than six weeks away, our plan is to continue hosting our events as scheduled. Nonetheless, in consideration of the fluctuation of the current situation and respecting all members’ concerns, the Board may cancel any events or meetings if doing so is in the best interests of the health of the attendees/members.
Our next event is scheduled for May 14th, 12pm - 1pm at Elevations Credit Union. The current plan is that we will be hosting a webinar with content provided by the National Association of Estate Planners and Councils (NAEPC). The presentation is entitled "Basis step-up strategies in light of portability and tax law changes," and will be presented by Steve Gorin, JD, CPA, AEP. We are hopeful that we will be able to present the webinar as scheduled in a group setting on May 14th.
In the event that this is not possible, the National Association may make individual feeds available to any registered member at no additional charge. Please note that this option for remote, individual feed viewing is being researched only for the May 14th webinar, and we hope to resume regular group viewing sessions at our next webinar session in the fall.
Our next luncheon is scheduled for June 9th. We are currently planning to hold that luncheon as scheduled, in person, at the Boulder Jewish Community Center. As we get closer to that date, if it becomes clear that an in-person event is not feasible, we will look at other alternatives.
We welcome your questions and encourage you to reach out to any of us or Virginia. Your patience and flexibility during this unprecedented time is appreciated.
Eric Hozempa, President Lisa Modglin, Treasurer
Ryan Mason, Vice President Justin Dituri, Program Committee Chair
Dayna Roane, Secretary Gina Weinberger, Membership Committee Chair
The Boulder County Estate Planning Council encourages and cultivates interdisciplinary communication and education among estate planning professionals disciplines. Our members practice as Chartered Life Underwriters, Trust Officers, Attorneys at Law, Certified Public Accountants, Certified Financial Planner Practitioners, Chartered Financial Consultants, Estate & Business Valuation Appraisers, and Philanthropic Providers, all of whom are actively engaged in estate planning.
We hold four regular luncheon meetings a year at the Boulder Jewish Community Center at 6007 Oreg Avenue in Boulder. We also host two webinars a year, and continuing education credit is available at all of our meetings. Membership fees cover the costs of attendance at all four luncheons, the two webinars, and our annual dinner.
Boulder County Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.