Women's Estate Planning Council

04/25/2019

Wow ladies - I just got the newsletter and I am so impressed!! What a great collection of stories on our members, updates on events and so many GREAT photos. Thanks to all of you who make WEPC such a great organization!! Kristin Dittus

12/20/2018

Thank you to U.S. Bank Private Wealth Management for sponsoring January’s WEPC meeting on Thur, Jan 10th at 5:30pm.

12/16/2018

Thanks to everyone who made it to the WEPC Holiday Social at Del Friscos! Great turnout!

08/09/2018

WEPC is participating in the 2018 Walk to End Alzheimer’s on September 15th. The Walk is held at Denver City Park and it begins at 9:00am. Anyone interested in joining our team or donating should visit our team page at http://act.alz.org/goto/wepc2018.

We hope you can join us to raise money and awareness for this very worthy cause!

Women's Estate Planning Council has joined the fight to end Alzheimer's. Donate today and help us reach our goal.

08/09/2018

Here’s a fun photo of WEPC Board members Becky Theis and Carly Wendt after they finished the Triple Bypass bike ride on July 20th!

07/14/2017

Had a wonderful time at the summer social last night at Del Frisco's rooftop in Cherry Creek; great weather and attendance by members and some prospective members. Need to remember to get more pictures at the next event!

05/01/2017

Please join us for dinner and wine on May 11, 2017

Our speakers will be Phyllis Coletta, JD and Stephanie Schacht, JD. They will be presenting on the Conversation Project. See more here: http://theconversationproject.org

Please RSVP by May 8th. Follow this link if you are a guest: http://wepc.net/meetings.html

Location for this meeting:
Denver office of the National Multiple Sclerosis Society
900 South Broadway, 2nd Floor
Denver

Parking is available in a large garage that is kitty corner to the building, and there is limited street parking as well around the area. If you enter Tennessee from Broadway going east, the parking garage is on your right and it is $3 to enter the garage.

Guests are welcome to attend for a $25.00 fee. Reservations are required no later than the Monday prior to the Thursday meeting. To RSVP and pay online, please click here and click the red guest payment button near the top of the page.

Thanks to this month's meeting sponsor - Lee McCue and The McTeam!

04/30/2017

For our April meeting, we had an excellent presentation from Kirstin Pineiro, from Otten Johnson on Business Succession Planning. She covered a range of topics including; identifying potential successors, ways to keep key players invested in the business and future ownership, buy-sell agreements and protecting the value / integrity of the business. It was an outstanding presentation!

02/07/2017

Hi Friends,

For our February meeting, our speaker had a last minute conflict and cannot attend. We thought this would be a great opportunity to have structured networking at the meeting. We will work out the exact format at our board meeting prior to the WEPC 5:30 start time, so please submit any suggestions you have. Also, please bring some extra business cards for this fun and casual event. Unfortunately, CLE will not be provided.

12/30/2016

Hope many of you had a great holiday. On January 9 - 13, the Heckerling Institute is happening in Orlando, Florida with many top presenters from the estate planning, elder law and international estate planning community. It is a conference that offers professional credits to attorneys, CPAs, CFPs, and insurance professionals, and can often fulfill the annual requirement in one week! Let me know your thoughts if you have attended, or would like to attend.

Covers the Impact of the 2016 Election Recent Developments 2016: Our recent developments program, featuring a panel of leading estate planning experts and a representative of the U.S. Treasury Department, has been expanded to four hours. The first half of the program will be dedicated to the potenti...

12/03/2016

Please join us for the Annual WEPC Holiday Social!

December 8, 2016
6:00 – 8:00 pm
Location: Upstairs Circus DTC
5370 Greenwood Plaza Blvd. Suite 106
Greenwood Village, CO 80111

We will have a fun holiday craft available for the first 30 people who indicate in their RSVP that they want to participate. Please add a comment to your RSVP with a Yes or No to the craft.

Note that the party will start at 6:00 pm instead of our regular time to allow everyone enough drive time.

Guests are welcome to attend for a $25.00 fee. To RSVP and pay online, please go to our website for the link: http://wepc.net

11/07/2016

WEPC hopes to see you at November 10 meeting from
5:30 – 7:15 pm at The Denver Foundation, 55 Madison Street
Denver, CO, 7th Floor Conference Room.

This month we are very pleased to have Carl Glatstein from Glatstein & O'Brien presenting on Planning for Disability.

Please RSVP via our website: http://wepc.net/meetings.html

The Colorado Women's Estate Planning Council promotes interaction between women estate planning professionals (attorneys, CPAs, and financial service professionals) educationally, professionally, and socially.