SEMINARS If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here .
To see what seminar topics we present on a regular basis, please review our Speaker Connection page.
Upcoming Seminars FIND A SEMINAR IN YOUR AREA:
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Colorado Springs
Denver Metro
Denver Parker
Denver South
Monument
Pueblo
Separating Myths from Truths: The Story of Investing
Area: Date: Time: Location: Address:
3320 Mesa Road Colorado Springs, Colorado 80904
Directions:
Exit I-25 at Fillmore St, head west. Turn right on Mesa Rd. Take second exit from traffic circle.
(Light refreshments will be served)
Map
http://mapq.st/lW5eK9
Description
Are you concerned about the volatile financial markets?
Separtating Myths from Truths: The Story of Investing
Area: Date: Time: Location: Address:
3320 Mesa Road Colorado Springs, Colorado 80904
Directions:
Exit I-25 at Fillmore St, head west. Turn right on Mesa Rd. Take second exit from traffic circle.
(Light refreshments will be served)
Map
http://mapq.st/lW5eK9
Description
Are you concerned about the volatile financial markets?
Estate Planning Workshop
Area: Date: Time: Location: Address:
3225 Broadmoor Valley Rd.
From I-25, Exit 138 - Circle Drive. Turn West (toward the mountains). Two miles to Highway 115 South - Canon City. Continue under the overpass and LEFT turn onto ramp. First traffic light, Cheyenne Mountain Boulevard, turn RIGHT. Take the first LEFT, Broadmoor Valley Road - (Resort's sign on the corner). One half mile to Cheyenne Mountain Resort - Main Entrance on the LEFT
Map: http://mapq.st/mqjABF
Description
This free educational seminar will provide you with a wealth of information about your own personal Estate Planning situation. If you own a home…or you have assets worth at least $100,000…you owe it to yourself, and your family, to get the facts on proper estate planning. If you think you’re protected with a simple Will, think again…a Will goes through probate, which means your family may not be able to take possession of your estate for many months…or even years! Join us to learn about how your current plan, or lack thereof, will affect your family for years to come.
What are attendees saying about our Legacy Wealth Planning Workshop?
“Excellent in every way – very informative and helpful!”
“Very clear, very beneficial. Recommend for EVERYONE. Excellent presentation!”
Estate Planning Workshop
Area: Date: Time: Location: Address:
3225 Broadmoor Valley Rd.
From I-25, Exit 138 - Circle Drive. Turn West (toward the mountains). Two miles to Highway 115 South - Canon City. Continue under the overpass and LEFT turn onto ramp. First traffic light, Cheyenne Mountain Boulevard, turn RIGHT. Take the first LEFT, Broadmoor Valley Road - (Resort's sign on the corner). One half mile to Cheyenne Mountain Resort - Main Entrance on the LEFT
Map: http://mapq.st/mqjABF
Description
This free educational seminar will provide you with a wealth of information about your own personal Estate Planning situation. If you own a home…or you have assets worth at least $100,000…you owe it to yourself, and your family, to get the facts on proper estate planning. If you think you’re protected with a simple Will, think again…a Will goes through probate, which means your family may not be able to take possession of your estate for many months…or even years! Join us to learn about how your current plan, or lack thereof, will affect your family for years to come.
What are attendees saying about our Legacy Wealth Planning Workshop?
“Excellent in every way – very informative and helpful!”
“Very clear, very beneficial. Recommend for EVERYONE. Excellent presentation!
Estate Planning Workshop
Area: Date: Time: Location: Address:
3320 Mesa Road Colorado Springs, Colorado 80904
Directions:
Exit I-25 at Fillmore St, head west. Turn right on Mesa Rd. Take second exit from traffic circle.
(Light refreshments will be served)
Map
http://mapq.st/lW5eK9
Description
This free educational seminar will provide you with a wealth of information about your own personal Estate Planning situation. If you own a home…or you have assets worth at least $100,000…you owe it to yourself, and your family, to get the facts on proper estate planning. If you think you’re protected with a simple Will, think again…a Will goes through probate, which means your family may not be able to take possession of your estate for many months…or even years! Join us to learn about how your current plan, or lack thereof, will affect your family for years to come.
What are attendees saying about our Legacy Wealth Planning Workshop?
“Excellent in every way – very informative and helpful!”
“Very clear, very beneficial. Recommend for EVERYONE. Excellent presentation!”
Legacy Protection Plan Dinner
Area: Date: Time: Location: Address:
Biaggi's Italian Restaurant
From I-25: Take Exit 151 (Briargate Parkway) Briargate only goes east from I-25. Follow Briargate throught the first light. Turn first right into the Promenade Shops at Briargate and Biaggi's will be on the left.http://mapq.st/ypfq7N
Description As a member of our Legacy Protection Plan, we invite you to our annual dinner to celebrate your membership. Come join us for friendly conversation and a delicious dinner on us! We invite each client family to have up to 2 people attend, including guests. We look forward to seeing you there!
