11 Lessons from 35 Years of Charitable Planning
Denver Athletic Club
1325 Glenarm Place, Denver, CO 80204
Ballroom
The Program:
11 Lessons from 35 Years of Charitable Planning
Presented By:
Laura Peebles recently retired from Deloitte Tax after 16 years in the Washington National Tax office. She currently consults with Bloomberg BNA, Charitable Solutions LLC and others. She is a frequent speaker and writer on charitable and estate planning topics, including two BNA Portfolios.
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 is sponsored by:
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: 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, at steph.hill@yahoo.com with any questions.
