WealthCounsel® Experts to Speak at Colorado Estate Planning Symposium
Denver, CO, Sept. 6, 2007 – Stan Miller, J.D., a WealthCounsel® founder, principal, and managing partner, is scheduled to join two other WealthCounsel experts as faculty speakers at the Davis & Associates Estate Planning Symposium to be held September 12-14, 2007 at the Magnolia Hotel in Denver, CO.
The three-day event, which is targeted to experienced estate planning professionals seeking to grow their high-net-worth client base, offers continuing education credits for attorneys, CPAs, financial planners, and insurance professionals who practice in Colorado and Wyoming.
"We are delighted to have someone with Stan Miller’s expertise join our faculty of guest speakers for this exciting event," said Keith L. Davis, JD, LLM, MBA, CPA, founder and owner of Davis & Associates, P. C., a Denver-based law firm specializing in estate and business planning for corporate and high-net-worth clients located throughout Colorado. "Our estate planning seminars are designed to help wealth management and estate planning professionals serve the needs of their clients, and we look forward to yet another exciting opportunity to network and exchange practical and relevant techniques," Davis added.
During the course of the event, Davis and his law partner, Francis P. Brown, JD, will co-present with the three WealthCounsel experts on Advanced Estate and Income Tax Planning Techniques, presented by Stan Miller; Sophisticated IRAs and Qualified Retirement Plans, presented by Robert S. Keebler, CPA; and Charitable Planning Techniques, presented by Carol Schaner, JD, LLM, CPA.
"I am truly honored to have been asked by Keith Davis to participate with such a distinguished group of speakers as we share our knowledge of intermediate and advanced planning techniques," said Miller.
About WealthCounsel®
WealthCounsel® is a registered trademark of WealthCounsel, LLC, a member-based organization and leading provider of tools and technology to the estate planning community. The company is widely known for WealthDocs™, an automated document drafting system, and for delivering relevant continuing legal education workshops. WealthCounsel, LLC is uniquely recognized for providing its attorney-members a collegial platform for the collaborative exchange of legal expertise. Visit www.wealthcounsel.com.
About Davis & Associates, P.C.
Founded by Keith L. Davis, JD, Davis & Associates, P.C. is an estate planning firm located in Golden, CO. The firm serves clients throughout the state of Colorado and specializes in estate planning, business exit planning, estate and trust administration, corporate entity formation, Medicaid planning, and high net worth. Davis & Associates conducts periodic estate planning seminars to assist estate planning professionals in building their expertise as well as their referral networks. Visit www.davisassocpc.com.
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Media Contacts:
Marlene Frith, WealthCounsel, 888-659-4069, Ext. 817
Ronda Zivalich, Davis & Associates, 303-670-9855