The Team Approach to Estate Planning: Perspectives from Team Members

Please join us for the CLE presentation The Team Approach to Estate Planning: Perspectives from Team Members presented at the BCBA Office on Tuesday, September 27 at 3:30 pm. This will be 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), Dayne Roan (CPA), Eric Hozempa (CAP, CEO of Longmont Community Foundation) and Jorin Bale (CFP, CAP, CLU, ChFC). After the panel discussion there will be a networking happy hour. Drinks and appetizers will be provided.

Held in partnership with Boulder County Estate Planning Council.