Past Events

January 29, 2025 Colorado West Estate Planning Council Winter Meeting
Rachel Votto, CPA, AEP - Transforming Taxes into Opportunity
November 20, 2024 Colorado West Estate Planning Council Fall Meeting
UPDATED! Kelianne Chamberlain & Kristin Lynch: Enforceability of Charitable Gifts
August 28, 2024 Colorado West Estate Planning Council Summer Service Project
Summer Service Project - Food Bank of the Rockies!!
May 29, 2024 Colorado West Estate Planning Council Spring Meeting
Round Table Discussion of a Case Study!!
November 15, 2023 Colorado West Estate Planning Council Fall Meeting
Timely Updates - FinCEN Reporting Rules and GJ Commercial Real Estate Market Outlook
August 23, 2023 Colorado West Estate Planning Council Summer Service Project
Carla Haas - Sleep in Heavenly Peace
May 24, 2023 Colorado West Estate Planning Council Spring Meeting
Tyler Mounsey - Legislative Update
January 25, 2023 Colorado West Estate Planning Council Winter Meeting
Susan Rounds - Head U.S. Wealth Planning Deutsche Bank Wealth Management
November 16, 2022 Colorado West Estate Planning Council Fall Meeting
Rob Pierce - Water Law in Western Colorado
August 24, 2022 Colorado West Estate Planning Council Summer Meeting
Paul Casperson - NAPEC Speaker
May 25, 2022 Colorado West Estate Planning Council Spring Meeting
Abigail Earthman - Building Blocks of Block Chain: Primer on Cryptocurrency for Estate Planners
January 26, 2022 Colorado West Estate Planning Council Winter Meeting
John Ahern - Mesa County Medicare SHIP
November 17, 2021 CWEPC Fall Membership Meeting
Andrew White - Director of Legislative Relations with the Colorado Bar Association
August 25, 2021 CWEPC Summer Membership Meeting
Jessica Shaffer - Immediate Results Workshop: Habits of Top Producers
May 26, 2021 CWEPC Spring Membership Meeting
Eido Walny - Top 10 Estate Planning Lessons from Celebrities
January 27, 2021 CWEPC - Winter Membership Meeting
2021 Outlook: Chris West, Andrew White, Kristin Lynch & Nathan Perry
November 18, 2020 CWEPC - Fall Membership Meeting
Andrew White - Director of Legislative Relations Colorado BAR Association
August 26, 2020 CWEPC - Summer Membership Meeting
Daniel Blake & Jefferson Hunter - University Impact speaking on Donor Advised Funds
May 27, 2020 CWEPC - Spring Membership Meeting
Kit Mac Nee, CFP, CRPC, AEP - Behavioral Finance
January 29, 2020 CWEPC Winter Membership Meeting
Kevin Cochrane - Economist and Commentator
November 13, 2019 CWEPC Fall Membership Meeting
Jamie Roth - Legislative Update
September 17, 2019 HopeWest Estate Planning Seminar
Presented by HopeWest in cooperation with Colorado West Estate Planning Council
September 11, 2019 NAEPC Webinar: Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
August 27, 2019 CWEPC Summer Membership Meeting
Darla Daniel - Handling Unique Assets
July 11, 2019 CWEPC Social Event - Members Only - GJ Rockies Game
May 29, 2019 CWEPC Spring Membership Meeting
Letitia Maxfield - Ethics and Advising the Fiduciary
February 13, 2019 CWEPC Winter Membership Meeting
Connie Eyster - Colorado Uniform Trust Code
November 14, 2018 CWEPC Fall Meeting
Hayley Smith - Foundation Source
October 5, 2018 HopeWest Planned Giving Seminar
August 22, 2018 CWEPC Summer Membership Meeting
Joni Beckner, HopeWest
May 23, 2018 CWEPC Spring Membership Meeting
Panel Presentation - New Tax Law Impacts on Individual and Estate Planning
January 17, 2018 CWEPC Membership Meeting
Susan P. Rounds
September 20, 2017 CWEPC Fall 2017 Meeting - Different Location
Round Table Discussion - Planning Concerns for the Small Investor in Retirement
July 6, 2017 GJ Rockies Baseball Game - Pavilion Level
June 14, 2017 CWEPC Member Meeting
Clara Brown Shaffer
February 16, 2017 CWEPC Member Meeting
GJEP and Jeremy D. Miller
September 28, 2016 CWEPC Member Meeting
Bill Frey, Tyler Dixon, Brad Feldhaus
June 1, 2016 Long Term Care Planning
Michael Gregson, MBA CLTC
January 20, 2016 2016 Kick Off Event
Ryan Stringfellow, Major & Planned Gifts Officer St. Mary's Foundation
August 19, 2015 The Effects of Divorce on Estate Planning - A Panel Discussion
CWEPC Guest Panel
April 29, 2015 Avoiding the Twilight of Estate Planning (Webinar Presentation)
Holly Isdale, JD
January 14, 2015 Legacy Giving
Paul Fennelly
September 24, 2014 The Future for Estate Planners
Gregory E. Sellers, CPA, AEP
June 11, 2014 CWEPC 2014 Annual Meeting
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