BOULDER COUNTY ESTATE PLANNING COUNCIL

Please join BCEPC for our upcoming seminar:

The Future of Family Wealth Advising

Kristin Keffeler is an author, thought leader, speaker, and advisor at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She currently serves as a partner and Chief Learning Officer for JFG Family Office in Denver. She is the author of "The Myth of the Silver Spoon" and co-author of "Wealth 3.0".

Kristin will be speaking about the rising generation of inheritors in the looming "great wealth transfer" as well as an approach called Self Determination Theory (SDT). She will highlight how SDT can be used as a framework to guide the drafting and administration of trust documents to foster engagement and growth. This will be an interactive discussion open to audience questions and participation. 

Check-in, networking, and our buffet lunch will start at 11:30 a.m. The business meeting will commence at 11:45 p.m., just before the 12:00 p.m. start time for the speakers.

This seminar is open to guests, so please invite a colleague or client to join you.  You can add your guest when you register.