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BEGIN:VEVENT
DTSTART:20140123T143000Z
DTEND:20140123T160000Z
LOCATION:Denver Athletic Club
UID:740320140123T143000ZMastering Portability
DTSTAMP:20260408T234812Z
DESCRIPTION:\nDenver Athletic Club\n \n1325 Glenarm Place, Denver, CO 80204\n \nBallroom\n \n \n \nThe Program:\n \nMastering Portability\n \n \n \nPresented By:\n \nDaniel A. Smith's extensive real-world experience brings his classroom information into immediate, practical, applicable form.  He specializes in integrating sales and relationship management with the complexities of estate planning, estate taxation, charitable giving, and investment management issues of the High Net Worth and Ultra High Net Worth client.  Prior to joining Cannon in 1990, Daniel was a Trust Services Officer at First Hawaiian Bank and an Account Executive with Dean Witter Reynolds (now Morgan Stanley).  When not teaching at Cannon Schools, Daniel is a frequent speaker at banks, trust companies, brokerage firms and financial services conferences.  His work has been published in Trusts & Estates, Registered Rep and other industry publications.  Daniel's in-house training addresses sales and service issues and technical topics related to personal trust, investments, and estate planning.  His consulting work is focused on developing custom sales presentation materials and computer-based training.\n \n  \n \n \n \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 \nThis presentation is sponsored by:\n \n \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 \nProgram Description:\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 our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.\n
SUMMARY:Mastering Portability - Denver Estate Planning Council 
PRIORITY:3
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