Integrated Estate Planning: Protect Your Assets & Preserve Your Legacy (Online)
You’ve worked hard and want to preserve the integrity of your assets and be confident that you make the best plan for your heirs. It is never too early to consider planning for the inevitable. In this course designed for students of all ages, you will learn the basics of estate planning and asset distribution. Then go on to explore a variety of topics including the difference between wills and trusts, incapacity planning, long term care planning, asset protection, and ways to avoid probate. Blake Harris is an attorney who owns Mile High Estate Planning, a law firm that specializes in estate planning, asset protection and probate. In addition to being quoted in ABC, NBC, and several other news sources, Blake has given numerous continuing education courses to financial and legal professionals around Colorado and the United States.
NOTE: This course will be offered via Zoom. Register now and then the day before class the instructor will send you the link to attend. Look for an email with "CFU Zoom class" in the subject line. A good internet connection and a computer or device with a camera and mic are needed.
|Dates:||March 16, 2021 Check for other dates|
|Meets:||One Tue., 6:30-8PM 03/16 (MT)|
|Location:||ONLINE: Via Zoom|
You could save $12.00 on this course by becoming a member of CFU Membership
|Notes:||Class time is in MT. Good internet connection and a laptop or device with camera and mic is needed. You should download Zoom in advance of class it is free to install, https://zoom.us/download. Look for an email from your instructor with the subject line CFU Zoom class for the link. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to Zoom.us, click "Join a Meeting" and enter the meeting ID provided in the instructor's email.|
There are still openings remaining at this time.
A valid credit card will be required for payment. Please have your card information ready.
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