(720) 528-4227

Loading Events

« All Events

  • This event has passed.

Charles Schwab Purposeful Planning Presentation

July 30, 2019 @ 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.


July 30, 2019
12:00 pm - 1:00 pm


Brandon Rains
Charles Schwab


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

Registrations are closed for this event