Title: April Lunch N Learn: Making Gifts to Minors

Area: Denver

Date: Tuesday, April 17, 2018

Time: 12:00 PM - 1:00 PM

Location: Cherry Tower – Conference Room G10

Address: 950 South Cherry Street, Denver, CO


Description

Our April Lunch N Learn will cover making gifts to minors, and Erica will discuss the advantages and disadvantages of doing so using various gifting strategies, including Guardianships and Conservatorships, UTMA-UGMA accounts, various kinds of trusts, and college savings plans. This class is approved for one (1) hour of continuing education credit for CFP’s, CPA’s, and insurance professionals.

To register, click on the link provided, call 303-407-1542, or email            brittany@ambler-keenan.com


Bookings no longer allowed on this date.