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  • Using Trusts for Business Succession Planning

    Golden Women in Business - Connects Workspace 1301 Arapahoe Street, Golden, CO

    How trusts are an important tool to support business succession planning for entrepreneurs. Free to members of Golden Women in Business

  • Estate Planning Seminar – Basic Wills & Trusts For Young Families

    This seminar will be presented virtually. 1470 10th St,, Golden, Colorado

    Learn about the basics of estate planning, for example: wills vs. trusts, how to protect your family should you become unable to handle your own affairs, and how to designate someone to care for your children or pets. We will be presenting this seminar at a later date to be determined.

    Free

  • Social Security Seminar hosted by Eric Walters, CFA, CFP(r), the Managing Partner at Summit Hill Wealth Management

    Highlands Ranch Senior Center 200 E Highlands Ranch Pkwy, Highlands Ranch, CO, United States

    Social Security Seminar hosted by Eric Walters, CFA, CFP(r), the Managing Partner at Summit Hill Wealth Management Join us for Maximizing Your Social Security: Critical Strategies for a Secure Retirement. Eric Walters, CFP and founder of Summit Hill Wealth Management will lead this in-person program to breakdown the most important Social Security decisions you will […]