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Upcoming WEPC Meetings

 

The Women's Estate Planning Council meets the second Thursday of each month from 5:30 pm until 7:15 pm. At the meetings, we provide opportunities to network with other members and guests, followed by an educational program. The educational programs are presented by members and local and national speakers, and cover topics of interest to the membership at large. Continuing education credits are generally available for approved courses for attorneys, CFP professionals, and insurance professionals. Attorneys are required to self-report CLE credits. CFP and insurance professionals are responsible for confirming that CE credit has been reported to their account, and must notify a Programs Committee Co-Chair of any discrepancy within 30 days of the meeting date.

 

Guests are welcome to attend for a $25.00 fee. First-time guests qualifying for Associate Student Membership (see Membership Overview page) may be eligible for a one-time guest fee waiver for their first visit only. Reservations are required no later than noon on the Monday prior to the Thursday meeting. To RSVP and pay online, please click the button below (first-time student guests: email info@wepc.net to RSVP for your first meeting):

 

 

The general agenda for the meetings is as follows:
5:30 - 6:00 Networking
6:00 - 6:15 Remarks and introductions
6:15 - 7:15 Program

 

map to meeting location

 

Meeting Location:

Denver office of the National Multiple Sclerosis Society

900 South Broadway

2nd Floor

Denver

 

Parking is available in a large garage that is kitty corner to the building, and there is limited street parking as well around the area. If you enter Tennessee from Broadway going east, the parking garage is on your right and it is $3 to enter the garage. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Upcoming Meeting:

 

September 12, 2019

5:30 – 7:15 pm

 

Utilizing Directed Trusts in Estate Planning
presented by Jeffrey B. Kadavy, JD, CTFA

 

Mr. Kadavy will begin his presentation with an introduction to directed trusts and when might a directed trust be suitable. He will explain how to establish a trust director's powers and duties, the directed trustee's duty to comply and liability for complying with a trust director's direction, and the directed trustee's liability for a trust director's independent action or inaction. Additionally, members will learn about the trust director's duties to share information, communicate with and warn beneficiaries, and monitor. Mr. Kadavy will wrap up his presentation with drafting and practical considerations.

 

 

Location:

Denver office of the National Multiple Sclerosis Society

900 South Broadway

2nd Floor

Denver

 

Continuing education credits are generally available for approved courses for Attorneys, CFP Professionals, and Insurance Professionals. Attorneys are required to self-report CLE credits. CFP and Insurance Professionals are responsible for confirming that CE credit has been reported to their account, and must notify a Programs Committee Co-Chair of any discrepancy within 30 days of the meeting date.

 

 

 

Future Meetings:

 

October 10, 2019

November 14, 2019

December 12, 2019 (holiday social, date may vary)

January 9, 2020

February 13, 2020

March 12, 2020

April 9, 2020

May 14, 2020