DEPC Meeting: Vision Based Generational Wealth Planning
The Program:
Vision Based Generational Wealth Planning
Presented By:
Tim Belber focuses his practice on helping self-made families align the power of their financial assets with their long-term goals for flourishing as individuals and families across generations.
After graduating from the Marine Military Academy in Harlingen, Texas, Tim earned a business degree from Wharton School at the University of Pennsylvania and a law degree at night from Seton Hall University. His commitment to law school was led by the belief that it would make him a better advisor to established families. He also holds the Accredited Estate Planner (AEP®) designation.
Tim is a member of the Society of Financial Service Professionals (1983), The Legacy Wealth Coach Network (2000), The Copper Beach Tree Society (2004), a founding member of The Collaboration for Family Flourishing (2006), and a Dean for the Purposeful Planning Institute (2013). He speaks frequently on the subject of incorporating ethics and values into long term financial and estate plans. Tim is the author of The Middle Way: Using Balance to Create Successful Generational Family Wealth Transition Plans. He has published several articles on this subject and has been quoted in periodicals such as the Wall Street Journal. He is also a national recognized expert in the area of Life Insurance Portfolio Management. In addition, Tim is an Adjunct Professor of Graduate Estate Planning at the American College.
Tim has been married to Donna for 45 years and together they have been friend and guardian to numerous dogs. Tim is an avid fly fisherman, photographer, cyclist, reader, and traveler. He speaks passable Italian.
The meeting begins with networking and lunch at 11:30 a.m.
Members are invited to bring guests. Guests may attend their first meeting free of charge and for a $35 fee for subsequent meetings. Printed copies of the presentation will not be available at the meeting. If available, a copy of the presentation will be posted on the website.
You are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions.
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: Click Register Now on this page or email Stephanie Hill at stephanie@nonprofitadmin.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 denverepc@gmail.com
