Location: Antler's Hilton Hotel
All meetings are breakfast meetings (7:30 A.M.), on the third (3rd) Tuesday of the month, except for the May 2007 meeting which is a luncheon and the annual business meeting.
There are no meetings in December or April. The breakfast meetings are held at the
Antlers Hilton Hotel in the heart of downtown Colorado Springs, Colorado.
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September |
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Tuesday, September 19, 2006
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Patricia Peterson |
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Memorial Health System Foundation |
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Medical Issues for the Elderly
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October |
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Tuesday, October 17, 2006
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Richard B. Robinson, J.D., LLM |
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Selected Income Tax Issues for Family Limited
Partnerships
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November |
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Tuesday, November 14, 2006 (second Tuesday for this meeting)
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Maryann Billington |
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The Emerging Workforce - Tools and Implications
for the Estate Planning Profession and Retirement/Post-Retirement Trends and
Behaviors |
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BIO: Maryann
Billington is Senior Vice President for the Professional Development Group
at Lore International Institute. Maryann is a certified executive coach and
performance architect with nearly 30 years of experience in business,
corporate learning, and education. Maryann earned her B.A. in Economics and
Political Science from Boston College, an MBA from Northeastern University,
and a Certificate in International Studies through AIFS from the London
School of Economics. She is an author and keynote speaker on implications
of the emerging workforce, global corporate learning, leadership,
organizational transformation, and initiatives such as Six Sigma, Lean, and
change. She and her husband Peter reside in Colorado Springs.
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December (currently no meeting scheduled)
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January |
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Tuesday, January 16, 2007
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Eric S. Holt,
CFA (Denver) and Thomas J. Pauloski, J.D (Chicago) with Bernstein Global
Wealth Management |
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Case Study on
Administration and Investment of Marital (QTIP) Trust with Adverse Lifetime
and Remainder Beneficiaries
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February |
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Tuesday, February 20, 2007
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Ted Atlass |
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Estate Planning in Light of Estate Tax Uncertainty
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March |
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Tuesday, March 20, 2007
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Sara Honn Qualls, with the CU Center on Aging |
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Mental Health and Aging Issues Relevant to the
Estate Planning Practice
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April (no meeting scheduled)
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Wednesday, May 2, 2007
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Annual Business Meeting (Luncheon meeting - 11:30 am) |
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Where: Antlers Hilton Hotel |
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Speaker: Paula J. Miller (Executive Director, Pikes Peak Library
District) |
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