Lunch & Learn @ DTC - June 2017

#1 Understanding Real-Property Transfers on Death
by Wendy Monteith, Founder and Principal of Monteith Law, LLC.

Wendy will be discussing real property transfers on death, to assist real estate professionals with transfers when the owner of the property has passed away. Topics include who has authority to sign contracts and deeds, what is necessary to ensure marketable title, and when you need to get the courts involved.

Wendy has been practicing in Colorado for 18 years. She provides her clients with estate planning, probate, trust administration, and small business services.

#2 The New Price Tag of the American Dream
by Andrea Randazzo with Transamerica Financial Advisors, Inc.

Will you and your family miss out because you won’t have enough money to live the life you’ve always wanted, give your children the future they deserve or make a difference as you’ve always imagined? HOW MUCH MONEY IS ENOUGH? HOW MUCH DOES IT REALLY COST TO LIVE THE AMERICAN DREAM? Be warned: It’s a price tag you may find shocking, or even disturbing. But don't despair! We’re going to calculate the exact dollar amount that it will cost you to live the American Dream today.

Andrea is a Certified Financial Literacy Education Instructor and Registered Representative with Transamerica Financial Advisors. She believes that knowing how money works can positively impact just about every area of your life. The knowledge of how money works is called financial literacy. When you can change a person’s literacy, you can change that person’s life.

Sponsor
Cheryl Braunschweiger, NOVA Home Loans

Parking Information
Please use the attached parking garage on the south side of the Regency Plaza building. The visitor parking is marked in red and you do not need a parking pass.