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Charles Schwab Purposeful Planning Presentation

July 30 @ 12:00 pm - 1:00 pm

Join us for a lunch in which Brandon Rains reviews estate planning principles and introduces a new angle to estate planning: purposeful planning.  This values-centered approach helps an estate plan pass on more than just money, but also values, wisdom, and life lessons.

Details

Date:
July 30
Time:
12:00 pm - 1:00 pm

Organizers

Brandon Rains
Charles Schwab

Venue

Charles Schwab-Lone Tree
9899 Schwab Way Ste 100
Lone Tree, CO 80124 United States
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