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DTSTART:20251113T000000Z
DTEND:20251113T020000Z
LOCATION:Denver Country Club 1700 E. 1st Avenue, Denver, CO 80218
UID:2772320251113T000000ZEstate & Tax Planning in an Evolving Market: Opportunities Amid Policy and Economic Shifts with Ashley Velategui
DTSTAMP:20260408T054413Z
DESCRIPTION:\n \n \nEstate & Tax Planning in an Evolving Market: Opportunities Amid Policy and Economic Shifts\n \nJoin us for a point-counter point conversation on the implication of changing economic, tax and geopolitical policy on planning and capital markets. Featuring Ashley Velategui, Head of Wealth Strategies at Bernstein and Wrug Ved, Senior Investment Strategist, we will explore the opportunities and risks that the current environment presents for estate planners, advisors and other professionals.\n \nAshley Velategui is a wealth manager and financial advisor with a strong background in mathematics and economics. She has been with Bernstein for nearly two decades, starting her career in 2007 and joining the Wealth Strategies Group in 2011. Velategui has been instrumental in driving the growth of Bernstein’s West Coast markets and has been recognized for her leadership and dedication. She is a Chartered Financial Analyst and has a BA, magna cum laude, in mathematics and economics from Whitman College. Velategui’s expertise includes helping clients navigate liquidity events, managing income taxes, and developing diversification strategies for concentrated stock positions. She is also known for her work in special needs planning and has been a key figure in Bernstein’s Wealth Forecasting System, a proprietary planning tool used in client engagements.\n \n \n \nAgenda:\n \n5-5:45 Cocktails & Networking, 5:45-5:50 Members Seated, 5:50-6 Board address Members, Welcome Guests, recognize Sponsors; 6-7 Plated dinner and Speaker presentation.\n \n \n \nMeal Options:\n For All - Traditional Caesar with Parmigiano Croutons, Classic Caesar Dressing, and Heirloom Tomatoes   Entree 1 - Chicken Piccata, served with Green Bean Almondine, Baby Carrots, and Fingerling Potatoes \nEntree 2 - Apple Brandy Pork Loin with Carmelized Onion Demi Glaze, served with Green Bean Almondine, Baby Carrots, and Fingerling Potatoes\n Entree 3 - Wild Mushroom Risotto(GF, VEG) served with Green Bean Almondine, Baby Carrots, and Fingerling Potatoes     Dessert - Apple Crisp   \nParking:\n \nFree Parking at DCC\n
SUMMARY:Estate & Tax Planning in an Evolving Market: Opportunities Amid Policy and Economic Shifts with Ashley Velategui - Rocky Mountain Estate Planning Council 
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