The Team Approach to Estate Planning: Perspectives from Team Members
Date: Tuesday, September 27, 2022
Time: 3:30pm - 6:00pm
Location: 3269 28th Street Boulder, CO 80301
Speaker: Kurt Hofgard, Jorin Bale, Eric Hozempa, & Dayna Roane
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A panel discussion with Boulder area lawyers, CPAs, and financial professionals on working with other professions in the best interest of the client's estate planning goals, moderated by Kurt Hofgard (JD), including Eric Hozempa (CAP), Dayna Roane (CPA), and Jorin Bale (CFP, CAP, CLU, ChFC)
Held in partnership with Boulder County Bar Association at their office in Boulder. Their members are also invited. After the panel discussion there will be a networking happy hour from 5pm to 6pm. Drinks and appetizers will be provided.
