Brown Bag Lunch & Learn: Estate Planning

Description

Our seasonal luncheons provide an opportunity to connect, learn, network and have fun all while enjoying lunch.

The topic of discussion will be estate planning: what it is, why it's necessary, and how to go about getting started. Our speakers include: 

RaQwin Young who is licensed to practice law in both Florida and Colorado and has worked in Washington, DC; Costa Rica; Florida; and Colorado. Ms. Young graduated with honors from Florida State University’s College of Law and also holds a Masters Degree in International Business from the University of Florida. She is a member of the Board of Directors for the Golden Chamber of Commerce,  is a Programs Co-Chair on the Board for the Women’s Estate Planning Council, serves on the Steering Committee for the Leadership Golden program, and is Chair for the Golden Young Professionals organization.

Michael Herman is a financial service professional with over 29 years, specializing in financial, and retirement planning. He has helped businesses with succession and exit strategies'. Mike's passion is to help families and businesses make a sound financial plan for their future. When he is not working he is volunteering in the community. He is very much involved with the Wheat Ridge Rotary. Mike is retired from the Wheat Ridge Volunteer Fire Department after 20 years of service. 

Matt Cloutier has a combined 20 years of experience in the practice and study of financial management. He is a graduate of the University of Colorado, School of Business, with a financial degree. Matt's goal is to help families just starting out, to those who are thinking about retiring. When Matt is not working he has his hands full with his two young children. He enjoys spending time with family and friends, doing activities such as boating, skiing, golfing, and traveling. 

Please bring your questions with you. No food is served at this event but you are welcome to bring your Brown Bag lunch with you to eat during the event.