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Lunch And Learn - Legacy Building

January 24, 2024 11:30 AM - 1:30 PM (MST)

Description

Instructor: Stephen Villanueva
CE Credit: 2 Hours

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.


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Contact Information

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