CWEPC Fall 2017 Meeting - Different Location

Date: Wednesday, September 20, 2017
Time: 4:00pm - 6:00pm
Location: HopeWest Conference Room - 3090 North 12th Street Lower Level Conference Room #102
Speaker: Round Table Discussion - Planning Concerns for the Small Investor in Retirement

We will have a round table discussion centered on a small investor retiree case study. This will be an excellent opportunity for our different professions to share insights and ideas on how to address issues surrounding many of our clients who are at or near retirement.  

Join us at 4:00 pm for registration, networking and a brief presentation from a local non-profit with the main topic discussion to begin at 4:30 pm.

Complimentary light refreshments will be served. 

Our Book Cliff Country Club location will resume for future meetings.

Cost is free to CWEPC members.  Non-members are welcome for $25 per person.  First-time guests of a paid member are also free.  Please invite your colleagues!

**Please note that this email is sent through our Coloradowestepc.org website and therefore only CWEPC paid members are in receipt of this email.  If you'd like to inform colleagues about CWEPC events, please feel free to forward this email on to them.**

Please RSVP to Chris West   CWest@DalbyCPA.com

 

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