Presented by HopeWest

IN COOPERATION WITH
Colorado West Estate Planning Council

 

Friday, September 29

Colorado Mesa University
Meyer Ballroom

8:00 a.m. – 5:00 p.m.

2017 Estate Planning in a Mostly
Transfer Tax Free World

This day of learning highlights the most recent developments and planning opportunities for professionals.

This seminar addresses technical and ethical topics and is designed to be valuable to any member of a professional advisory team.

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Thank You Sponsors

The Madsen Group at Merrill Lynch
Two Rivers Trust Co.


Bank of the West Wealth Management
Chadwick, Steinkirchner, Davis & Co., P.C.
Dalby, Wendland & Co., P.C.
Dufford, Waldeck, Milburn & Krohn, LLP
Hoskin, Farina & Kampf, P.C.
Oakley.Wanebo.Love.Mendenhall.Keller
Wealth Management Group
of Wells Fargo Advisors


ANB Financial Services
Colorado West Estate Planning Council
Elder & Phillips, P.C.
Grisier, Bussey, and Kaper CPAs, LLC
Kain & Burke, PC
Kimberley A. Last Financial Services, Inc.
Turner & Perry, P.C.
US Bank The Private Client Group
Western Colorado Community Foundation
Williams, Turner & Holmes, P.C.


SPECIAL THANKS TO THE
HOPEWEST PLANNED GIVING COUNCIL

 

Speakers

Fran m. DemarisFran M. DeMaris
Executive Vice President, Cannon Financial Institute CWS®
Education
B.S. – University of Illinois
M.Ed. – University of Illinois
Honor Graduate of Cannon Trust School
Designations, Affiliations & Licenses
Certified Wealth Strategist (CWS)
Certified Trust Financial Advisor (CTFA)
Certified IRA Services Professional (CISP)
East Central Illinois Estate Planning Council

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Barbara Traylor SmithBarbara Traylor Smith
Retirement Outfitters, LLC
Owner & Financial Professional
Education
BA – Accounting
Southwest Texas State University
CPA – 1990
National Social Security Advisor® certificate
Independent Wealth Advisor with WealthSource Partners
Memberships & Associations
WOMAN – Women’s Mentoring Agent Network
Member of Rotary Club of Grand Junction
HopeWest – Planned Giving Council
STRiVE – Board Member
Grand Junction City Council

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