Colorado West Estate Planning Council Winter Meeting

Date: Wednesday, January 25, 2023
Time: 4:30pm - 5:45pm
Location: Bookcliff Country Club - 2730 G Rd., Grand Junction, CO 81506
Speaker: Susan Rounds - Head U.S. Wealth Planning Deutsche Bank Wealth Management

For our winter membership meeting, we will have Mathias Mulumba speak about Father to the Fatherless International. 

charitable and religious organization with the purpose of reaching out to the street children, orphans, single mothers, and widows of the world through education, nutrition, boarding, and fostering.  Through the use of international sponsors, children will be given the proper schooling, wholesome meals, opportunities to receive medication as needed, and a safe place to stay both day and night.  Widows, single mothers, and older street children will be given opportunities to learn vocational skills (such as welding, carpentry, and computers).  Literacy classes and other training courses will be given to anyone interested in the community. 

We will also have Susan P. Rounds present on "Family Dynamics & Intergenerational Conflict - Preserving Family Wealth & Harmony"

Susan P. Rounds is a Director and Head of U.S. Wealth Planning for Deutsche Bank Wealth Management – Americas. Ms. Rounds specializes in providing services and solutions to clients in the areas of tax and estate planning, business succession, risk management, philanthropy, family governance, intergenerational wealth transfer, and legacy planning. In a career spanning over 25 years, Ms. Rounds has advised ultra-high-net-worth individuals, families, and privately-held business owner clients during her tenure in Big Eight Accounting, global financial institutions, and private legal practice. Ms. Rounds has been elected to the NAEPC Estate Planning Hall of Fame® Class of ‘22. As a national speaker, author, and commentator, her articles have been featured in leading publications such as Trusts & Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. Ms. Rounds makes frequent presentations at national seminars and Estate Planning Councils across the country. Ms. Rounds sits on the Editorial Board for Opportunity Zone Magazine and has been named as one of the Top 25 Opportunity Zone Influencers in the country for the past 5 years. Ms. Rounds previously served as a member of the board of directors for the National Association of Estate Planners and Councils, and as Editor for the NAEPC Journal of Estate and Tax Planning. Ms. Rounds taught Federal Estate and Gift Tax at the University of Georgia School of Law, Federal Income Tax and Principles of Accounting at the University of Georgia Terry College of Business, and all sections for the National CPA Examination, including Financial Reporting; Income Tax and Regulatory Reporting; Business Law; and Audit. She also served as a faculty member for the NYU Summer Institute on Taxation. Formal degrees and designations include a BBA in Accounting, cum laude, from UT El Paso, a Juris Doctor from the University of Georgia, and an LL.M. in Taxation from Emory University School of Law. Ms. Rounds passed the comprehensive four-part CPA exam on the first sitting and is a registered TEP (Trusts and Estates Practitioner) and earned the STEP Advanced Certificate in Cross-Border Estate Planning. Ms. Rounds is also an Accredited Estate Planner® (Distinguished) Nominee.

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