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CANCELLED - Legacy Building

June 5, 2024 10:00 AM - 12:00 PM (MDT)

Description

The June class has been cancelled - please consider signing up for the class on September 11, 2024


Instructor: Stephen Villanueva

CE Credit: 2 Hours 

Location: This class is in person in Community Room 1 at Elevations Credit Union, 1 Environmental Way, Broomfield.

Description: Come learn how to educate your clients about their needs to protect the Legacy assets (specifically real estate) through proper estate planning. Topics include defining a legacy, process for probating a Will, types of trusts, steps to protecting assets and more. Sponsored by Elevations Credit Union.


Location

Elevations Credit Union

Community Room 1
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Contact Information

BOLO REALTORS®
Name: Amy Aschenbrenner
Phone: 303-772-5555
Email: amy@bolorealtors.com
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