Plan Your Wealth. Preserve Your Legacy.
Uncovering gaps and opportunities in financial and estate planning.

Tuesday, September 29th
6:00 PM - 8:00 PM

Hilton Garden Inn Denver Tech Center
7675 East Union Ave, Denver, CO 80237

About the event

Join Trilogy and Elevate Estate Planning for an educational discussion on how financial and estate planning can work together to help you plan for the future. We encourage you to bring a friend or family member who could benefit from the conversation!

Enjoys light bites, drinks, a raffle, and time to connect for a relaxed evening of learning, conversation, and community!

Fill out the form below to RSVP for you and your guest(s).

RSVP Here!

Meet the Speakers

Trilogy Financial

Chief Investment Officer

Trilogy Financial

Head of Planning

Elevate Estate Planning

Founder & Managing Attorney

Elevate Estate Planning

Special Counsel

Trilogy Financial

Sr. Vice President of Wealth Management

Trilogy Financial

Wealth Associate

Trilogy Financial

Wealth Management Assistant

Elevate Estate Planning are not affiliated with LPL Financial or Trilogy Financial. Nothing presented at this event should be considered individualized investment, legal, or tax advice.

Get Started on Your Financial Life Plan Today