Learn How to Maximize your Estate Plan - Seminar presented by partner Lauren O'Dell
Join Lauren O’Dell, estate planning attorney with Dufford Waldeck, at Hotel Maverick’s Devil’s Kitchen on Thursday, October 24 to learn how to take your estate plan to the next level. She is partnering with EdgeRock Wealth Management to explore the benefits of combining your comprehensive estate plan with effective tax and investment planning.
We’re going to peel back the curtain on how to navigate complicated family dynamics, avoid unnecessary taxes, and ensure your values and intentions are expressed throughout your legacy.
• You inherited family assets. Now what?
• Gain insight into the evolving world of legacy planning. Stay current on issues
that might affect your plan.
• Learn how to intentionally transition your wealth with detailed tax planning and long-term
investment strategy.
• Make an investment in your treasured family relationships by learning to navigate
the complicated dynamics of wealth, taxes, and inheritance.
OCTOBER 24, 2024
6:00–7:00 PM at at HOTEL MAVERICK
840 Kennedy Ave, Grand Junction, CO 81501
Scan to Register for LEARN HOW TO MAXIMIZE YOUR ESTATE PLAN:
LEARN HOW TO MAXIMIZE YOUR ESTATE PLAN 970-241-5500 or odell@dwmk.com