ESTATE PLANNING COUNCIL OF COLORADO SPRINGS

September 8, 2026

The Power of Team: Coordinating Wealth, Tax, and Estate Planning Strategies

Michael Naughton, Dolly Wong, and Steve Ogle

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October 13, 2026

The Hidden Value Equation: Tax, Estate, and Exit Planning for Private Business

Chris Blees

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November 10, 2026

The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities

Will Bergman

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January 12, 2027

Beyond Bricks and Mortar: Advanced Tax and Estate Planning Strategies in Real Estate

Doreen Merz, CPA

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