August 18, 2022|Speaking Engagements

Dylan Metzner, Presented at the Colorado Planned Giving Roundtable Summer Symposium

Shareholder Dylan Metzner presented at the Colorado Planned Giving Roundtable Summer Symposium.

This event took place in August 2022. Mr. Metzer delved into the topic, “CLATs, CR”Ts, and CRATs ~ OH MY!!”