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Speaking Engagements
- Jul 24, 2018, 9:00 AM – Jul 25, 2018, 1:00 PMDenver, Denver, CO, USAPurposeful Planning Institute's 4th Annual Fusion Collaboration Tuesday, July 24th – Wednesday, July 25th, 2018
- May 02, 2018, 8:15 AMLocation is TBDThis presentation will discuss various alternatives for eliminating or reducing capital gains taxes. Strategies are both charitable and non-charitable but advisors will be fully equipped to "meet their clients where they're at" in the planning process.
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