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Tuesday, June 10, 2025

BCEPC Meeting: Managing Risks with Succession Planning

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Boulder County Estate Planning Council

BOULDER COUNTY ESTATE PLANNING COUNCIL

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Tricia Miller, CFP®, CDFA®, AEP®

Financial Planner
UBS Financial Services, Inc.
370 17th Street
Suite 4100
Denver, CO 80202
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Phone: 303-820-5092
Fax: 855 463-2017
Send a Message to Tricia Miller
Website: http://financialservicesinc.ubs.com/fa/triciamiller/

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UPCOMING EVENTS

June 10, 2025

BCEPC Meeting: Managing Risks with Succession Planning

Dan Bowdey, Focal Point Business Coaching & Training; Robert J. Pyle, Diversified Asset Management, Inc.; and Jodi Martin, Martin Law Office, LLC

See Event Details

July 15, 2025

BCEPC Member Appreciation Happy Hour

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September 9, 2025

BCEPC Meeting

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See Full Calendar

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