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BEGIN:VEVENT
DTSTART:20150122T143000Z
DTEND:20150122T160000Z
LOCATION:Denver Athletic Club
UID:1045620150122T143000ZThe Evolving Role of Advisors in Addressing the Needs of the Affluent Family
DTSTAMP:20260409T000035Z
DESCRIPTION:------\n\nDenver Athletic Club\n \n1325 Glenarm Place, Denver, CO 80204\n \nBallroom\n \n \n \nThe Program:\n \nThe Evolving Role of Advisors in Addressing the Needs of the Affluent Family\n \n \n \nPresented By:\n \nCourtney Pullen is the President of the Pullen Consulting Group, a Denver based firm that specializes in management consulting, business coaching, family wealth counseling, leadership development, and communication.\n \nHe received his graduate degree in Psychology from the University of Northern Colorado in 1983.  He was a Clinical Associate at the school of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver.  Pullen has frequently lectured, conducted numerous workshops and been published in the areas of individual and organization change, behavioral finance and family wealth counseling.  He is a graduate of the Newfield coaching program, is a Professional Certified Coach, former Contributing Editor to the Journal of Financial Planning, and Journal of Practical Estate Planning as well as a faculty member of the Sudden Money Institute. \n \nHis primary focus is as a consultant to professional services firms and affluent families.  He recently published [Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health](http://www.amazon.com/Intentional-Wealth-Families-Stewardship-Financial/dp/1492932949).  \n \n \n \nThe 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.\n \n \n \nMembers 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.\n \n \n ------\n\n \n \nThis presentation qualifies for CPE credit in Colorado.\n \nLearning objectives: This program is intended to inform participants on Estate Planning Issues.\n \nInstructional delivery method: Live instructor\n \nCPE credits: 1 (one) hour\n \nField of study: Estate Planning\n \nPrerequisites: None\n \nProgram Level: Basic\n \nAdvance Preparation: None\n \nCourse Registration Requirements: Respond to Evite invitation or email Stephanie Hill at steph.hill@yahoo.com\n \nRefund Policy: N/A, cost included in annual membership dues\n \nComplaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverecp@gmail.com.\n \n \n \nYou are invited to [email](mailto:steph.hill@yahoo.com) our office manager, Stephanie Hill, with any questions.\n
SUMMARY:The Evolving Role of Advisors in Addressing the Needs of the Affluent Family - Denver Estate Planning Council 
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