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Webinar: Leaving a Legacy

Webinar: Leaving a Legacy

Thursday, November 12, 2020

5:30p - 7:00p MST

Live-Stream (Zoom)


Denver Wealth Management co-founders, Zachary Bouck, CIMA®, and Blair Braden, CFP®, are teaming up to discuss estate planning. 

Estate planning is often a bleak topic because of, well, death, but it's something that every investor should address. Whether your legacy involves leaving assets for generations to come, caring for a disabled child or parent, or contributing to the charities that are most important to you, we will touch on it all. 

Estate planning is an extensive and very personal topic, specific to your specific situation. Therefore, we're going to touch on a little bit of everything, including: 

  • Wills vs. Trusts
  • Who needs a trust
  • Special needs trusts and ABLE accounts
  • Potential tax benefits of charitable giving 
  • Different vehicles for charitable giving
  • Qualified Charitable Distributions (QCDs)

...and more! It's our goal to leave you feeling a bit more comfortable about your long-term plan. 

If you have questions regarding event details or specific questions that you would like addressed during the presentation, please email 

We hope to see you there!


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any
All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss.
This information is not intended to be a substitute for individualized tax or legal advice. We suggest that you discuss your specific situation with your tax or legal advisor.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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