Boulder End-of-Year Outlook

We are excited to invite you to our end-of-year outlook over complimentary lunch where our leadership will share their insights to prepare you for the next.

Thursday, November 13

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11:30 am – 1:00 pm

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First Western Trust Boulder Office, 1155 Canyon Blvd, Ste 300 Boulder, CO

Close-up view of the Boulder Flatiron's in Colorado

Register for the event

Join First Western Trust Boulder for lunch and a timely discussion with Brandon Summers, Executive Director of Wealth Management; David Stern, Executive Director, Investment Research; and Clare Ceplecha, Director, Fiduciary Services, on recent changes in insurance, estate planning, and fiduciary regulations—and what you can do to protect your wealth.

You’ll leave with actionable insights and practical next steps to help ensure your assets remain secure and aligned with your goals.

Event Schedule – Thursday, November 13
11:30 AM – Lunch
12:00 PM – Presentation
1:00 PM – Conclusion

 

Estate Planning and Wealth Management Services are Not FDIC Insured, Not guaranteed by the Bank, May Lose Value