Boulder/Longmont Chapter Meeting: Planning For Special Need

Description

Planning for Special Needs Beneficiaries: As the population ages, parents and families of special needs children face a growing problem-ensuring the wellbeing and safety of their children when they can no longer care for them. Parents need to be educated on the options and how to plan for them. Resources for special adults are becoming increasingly stretched, so the earlier the family starts planning, the more effective. This presentation is designed to assist CPAs, in their role as trusted advisor, in alerting families to planning needs, and guiding them through the process.

Speaker:
Janine Guillen, an attorney with Davis Schilken, PC, for over 15 years concentrates her practice in estate planning, including wealth preservation, asset protection, estate/trust settlement, business exit planning and medical and disability planning. Ms. Guillen is a frequent speaker both at the local and the national level on estate planning and related topics.

Learning Objectives

Understanding the planning process for families of special needs beneficiaries

Major Topics

This presentation is designed to assist CPAs in their role as trusted advisor, in alerting families to planning needs, and guiding them through the process.

Provider
Colorado Society of CPAs
Course Level
Basic
CPE Field of Study
Specialized Knowledge and Applications
1.0
Instructor(s)
Janine Guillen
Prerequisites

None

Advanced Preparation

None

Location

Spice Of Life Event Center, 5706 Arapahoe Ave, Boulder CO 80304

View in Google Maps
Register Now
When
Jul 12, 2012
12:00 pm - 1:30 am
Location
Spice Of Life Event Center, 5706 Arapahoe Ave, Boulder CO 80304
Total CPE Credits
1.0
Format
In-Person
Instructor
Janine Guillen

MEMBER


$ (% off)
$19.00

NON-MEMBER


$ (% off)
$19.00
Become A Member

Register for this Event

Boulder/Longmont Chapter Meeting: Planning For Special Need


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×