Financial Advisor, CERTIFIED FINANCIAL PLANNER™
With IRS gift and estate exclusion amounts set to expire December 31, 2025, we review trust and gift planning ideas to capitalize on the current transfer tax system. We also share timely insights on market, interest rate, and inflation environment.
March 27, 2024 at the St Julien Hotel & Spa at 900 Walnut Street, Boulder, CO 80302.
Hors d'oeuvres served at 4:30pm. Presentation to begin at 5pm. Dinner to be served at 5:45pm.