Colorado West Estate Planning Council Summer Meeting

Date: Wednesday, August 24, 2022
Time: 3:30pm - 5:15pm
Location: Bookcliff Country Club - 2730 G Rd. Grand Junction, CO 81506
Speaker: Paul Casperson - NAPEC Speaker

We will have Steve Jozefczyk speak about the Grand Junction Economic Partnership and how they are working to shape a grand vision for the future of our community.

We also will have Paul Casperson speak on the Top Three Ways to use Life Insurance in Charitable Planning.

Two Rivers Trust Company will be graciously sponsoring our beverages! Thank you Two Rivers Trust Company for your sponsorship. Two Rivers Trust Company is the only local, independent Trust Company on the western slope offering concierge, boutique trust services.

Paul Caspersen

Paul brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 25 years of financial, estate, and charitable planning experience. Between 2012-2022, Paul served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion (of the Campaigns $4 billion total) in deferred gifts and outright gifts of complex assets. Prior to his position at the University of Florida, Caspersen lead the Gift Planning program and Iowa State University. In the decade before Gift Planning, Caspersen gained his first experience in Financial Services.

Paul is also the Founder at Planned Giving Interactive (PGI), a charitable planning software & consulting organization.   PGI provides charities with practical tools to research complex gifts and an industry-leading, extensive suite of document drafting software and consulting to automate donor compliance-related documents.

He is also a national board member of The National Association of Estate Planners & Councils (NAEPC), which has over 270-member estate planning councils and provides services to their estimated 30,000 individual members.

In 2011 Caspersen published the book “Direction Memo:  How to Write a Letter of Instructions for Your Estate Plan,” and is regularly published in peer reviewed journals, such as Trusts & Estates.

Caspersen graduated with Honors from the College for Financial Planning, in Denver, CO with a master’s in financial planning & Taxation and undergraduate degree from the University of Northern Iowa in Business Communications.

When not working Paul enjoys marathon training, cooking, golfing, and spending time with his wife Dana and two sons, Gabe, and Garner.

Steve Jozefczyk

Steve’s chief responsibility is business development. Steve supports all programs aimed toward the creation of new primary jobs, assists businesses with expansions and relocations, and serves as the point person for all data.

In 2014, Steve relocated to Grand Junction from Boulder, Colorado, after working in the outdoor recreation industry for over 10 years. Before this, Steve spent his time in Denver working in commercial and builder real estate development. Steve began his professional career as an electro-mechanical drafter in an advanced manufacturing operation in Syracuse, New York. Steve currently sits on the Board of Directors for the Economic Development Council of Colorado, the Grand Valley Outdoor Rec Coalition and the Grand Valley Cleantech Business Coalition.

Steve is a native of upstate New York and received his B.S. in Industrial Technologies from Buffalo State College.

Steve’s chief responsibility is business development. Steve supports all programs aimed toward the creation of new primary jobs, assists businesses with expansions and relocations, and serves as the point person for all data.

In 2014, Steve relocated to Grand Junction from Boulder, Colorado, after working in the outdoor recreation industry for over 10 years. Before this, Steve spent his time in Denver working in commercial and builder real estate development. Steve began his professional career as an electro-mechanical drafter in an advanced manufacturing operation in Syracuse, New York. Steve currently sits on the Board of Directors for the Economic Development Council of Colorado, the Grand Valley Outdoor Rec Coalition and the Grand Valley Cleantech Business Coalition.

Steve is a native of upstate New York and received his B.S. in Industrial Technologies from Buffalo State College.

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