The Evolving Role of Advisors in Addressing the Needs of the Affluent Family
Denver Athletic Club
1325 Glenarm Place, Denver, CO 80204
Ballroom
The Program:
The Evolving Role of Advisors in Addressing the Needs of the Affluent Family
Presented By:
Courtney 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.
He 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.
His 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.
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 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
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, with any questions.
