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Estate Planning Seminar & Legal Pitfalls of Landlords Luncheon

Estate Planning Seminar
11am Seminar

Estate Planning: What You Need to Know about Planning for your Future and how rental properties fit in: Join Wealth Advisor, Logan Donovan and Regional Vice President, Kristen Comeau who will teach you valuable ways to plan for your legacy by proactively implementing estate planning strategies.


Legal Pitfalls for Landlords to Avoid Luncheon
12 Noon:
Luncheon :Legal Pitfalls for Landlords to Avoid

Attorney Karen Braem will talk with us about the biggest mistakes that she sees landlords make. Don’t miss this important information – learn about pitfalls that you definitely want to avoid!

Thank you Affordable Roofing and Boulder Bear Coalition for sponsoring our event!
https://affordableroofinginc.com/

www.coloradobearcoalition.org/


Info about your speakers:
Karen Braem: Karen is a partner and shareholder with Springman, Braden, Wilson & Pontius PC.  She has been in the legal field for over 35 years. 

Mercer Advisors: At Mercer Advisors we bring together an in-house team of specialized expertise across financial planning, investments, tax strategies, estate planning, trustee services, insurance, and more. Our specialists communicate with each other, for you and with you. So instead of doing all the legwork, and connecting all the financial dots yourself, our talented advisors are ready to help take that weight off your shoulders.

About our Sponsors:

The Boulder Bear Coalition (BBC) is a registered 501(c)(3) nonprofit organization. BBC develops proactive strategies aimed at reducing human-bear conflicts in order to keep local black bears wild and the community safe. The Boulder Bear Coalition was born from a need to create a cohesive understanding of what our community can do, in clear steps, to protect bears. Formed in 2012, the BBC has successfully implemented innovative and collaborative projects, such as co founding Community Fruit Rescue, partnering with City of Boulder Open Space to plant a Food Buffer Zone, and is a recent recipient (partnered with Boulder County Open Space) of the competitive CPW Community Human-Bear Conflict Reduction grant to increase electric fencing around hobby apiaries and expand the use of bear-resistant trash carts. If its too long feel free to take off part of it.

When:
Thursday, February 08, 2024, 11:00 AM until 1:30 PM
Where:
Avalon Ballroom
6185 Arapahoe Rd
Boulder, CO  80303
Additional Info:
Event Contact(s):
Jennifer Crowell
Category:
Education
Registration is required
Payment In Full In Advance Only
Activities/Items    (Click the down-arrow to the left of the activity/item to view the details)
Estate Planning Seminar @ 11am
Legal Pitfalls Luncheon

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