Financial Planning Seminar
Name:
Financial Planning Seminar
Date:
October 5, 2023
Time:
5:30 PM - 7:00 PM MDT
Registration:
Sorry, public registration for this event has been closed.
Event Description:
Join us for an exclusive evening of insightful discussions on financial planning at the prestigious Bank of Estes Park.
We are thrilled to announce that our guest speaker for the evening will be local experts, Mr. Carl Robicheaux and Mr. Jeff Morris. With years of experience in the field, Mr. Robicheaux and Mr. Morris will share invaluable insights into effective financial planning, wealth management, and strategies for securing your financial future.
Topics will include:
“Legacy Giving in your Estate Plan” presented by Carl Robicheaux, JD;
"Strategies for Generosity: Gifting Smart for Heirs and Charity" presented by Jeff Morris
Event Highlights:
· Engaging presentation by Carl Robicheaux and Jeff Morris
· Networking opportunities with community members
· Q&A session to address your specific financial questions
· Dinner will be served
Space is limited so register today!
We are thrilled to announce that our guest speaker for the evening will be local experts, Mr. Carl Robicheaux and Mr. Jeff Morris. With years of experience in the field, Mr. Robicheaux and Mr. Morris will share invaluable insights into effective financial planning, wealth management, and strategies for securing your financial future.
Topics will include:
“Legacy Giving in your Estate Plan” presented by Carl Robicheaux, JD;
"Strategies for Generosity: Gifting Smart for Heirs and Charity" presented by Jeff Morris
Event Highlights:
· Engaging presentation by Carl Robicheaux and Jeff Morris
· Networking opportunities with community members
· Q&A session to address your specific financial questions
· Dinner will be served
Space is limited so register today!
Event Sponsors:
Location:
Bank of Estes Park,
255 Park Lane,
Estes Park, CO 80517
255 Park Lane,
Estes Park, CO 80517
Contact Information:
Theresa Brynard
Fees/Admission:
Free to Community Members. RSVP required by Sept. 25th.
Set a Reminder:
