11 Lessons from 35 Years of Charitable Planning

Date: Thursday, March 26, 2015
Time: 7:30am - 9:00am
Location: Denver Athletic Club
Speaker: Laura Peebles

 

Denver Athletic Club

1325 Glenarm Place, Denver, CO 80204

Ballroom

 

The Program:

11 Lessons from 35 Years of Charitable Planning

 

Presented By:

Laura Peebles recently retired from Deloitte Tax after 16 years in the Washington National Tax office. She currently consults with Bloomberg BNA, Charitable Solutions LLC and others. She is a frequent speaker and writer on charitable and estate planning topics, including two BNA Portfolios. 

The meeting begins with breakfast at 7:30 a.m.  Free parking is available in the Denver Athletic Club parking garage.  Please notify the parking attendant that you are there for the meeting.

Members are invited to bring guests.  We do not charge for guests at this time.  Printed copies of the presentation will not be available at the meeting.  A copy of the presentation will be available on the website prior to the meeting.

This presentation is sponsored by:


 

This presentation qualifies for CPE credit in Colorado.

Learning objectives: This program is intended to inform participants on Estate Planning Issues.

Instructional delivery method: Live instructor

CPE credits: 1 (one) hour

Field of study: Estate Planning

Prerequisites: None

Program Level: Basic

Advance Preparation: None

Program Description:

Course Registration Requirements: Respond to Evite invitation or email Stephanie Hill at steph.hill@yahoo.com

Refund Policy: N/A, cost included in annual membership dues

Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverecp@gmail.com.

 

You are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.

Related Document(s):

See Upcoming Event Calendar