Estes Park Health Foundation Wealth Transfer Seminar
September 17 @ 2:00 pm - 3:00 pmCost: Free
As we build families and age, the discussion of wills and estate plans comes to the forefront. We want to make sure our assets go where we hope when we pass away, that our money and valuables will be transferred seamlessly to those we love. Join Estes Park Health Foundation for this free seminar with no solicitation to learn how to frame conversations regarding wealth transfer with your loved ones. Presenter Jae Shin is a member of CIMA (Certified Investment Management Analyst) and a Regional Investment Consultant and Vice President with T. Rowe Price. Shin supports the needs of investment advisors in Colorado, Utah, and Wyoming. Call 970-577-4370 for more information and RSVP below.