Sponsors
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FEATURED EVENTS
March 10, 2020
Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act
Jeff Kadavy, JD, CTFA and Peter Loritz JD, CTFA
June 9, 2020
Purposeful Trusts & Legacies: How Do We Purposefully Move Away From the “Tax Tail Wags the Rest of the Estate Plan”
John Warnick, JD
UPCOMING EVENTS
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