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DTSTART:20250911T173000Z
DTEND:20250911T190000Z
LOCATION:1801 California Street Conference Center, Lobby Level, Denver, CO 80202
UID:2796420250911T173000ZDEPC Meeting: Vision Based Generational Wealth Planning
DTSTAMP:20260409T000002Z
DESCRIPTION:\n \n \nThe Program:\n \nVision Based Generational Wealth Planning \n \n \n \nPresented By:\n \n \n \nTimothy J. Belber, JD. AEP®, Principal, The Alchemia Group LLC, 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.\n \nAfter 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.\n \nTim 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 nationally 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.\n \nTim has been married to Donna for 46 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. \n ------\n\n \nLocation:\n \nIf you are entering through the parking garage, the conference center is located to your right immediately through the revolving door.\n \nIf you are entering through the main lobby proceed directly ahead as through you are going to the parking garage and the conference center will be on your left before the revolving door to the parking garage.\n ------\n\nThe meeting begins with networking and lunch at 11:30 a.m.  \n \nMembers 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.\n \nYou are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions. \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 ​Instructional delivery method: Live instructor\n CPE credits: 1 (one) hour\n Field of study: Estate Planning\n Prerequisites: None\n Program Level: Basic\n Advance Preparation: None\n Program Description:\n Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at stephanie@nonprofitadmin.com\n Refund Policy: N/A, cost included in annual membership dues\n Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com\n
SUMMARY:DEPC Meeting: Vision Based Generational Wealth Planning - Denver Estate Planning Council 
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