Broker Check
Karen S Patel, CLTC
Karen S Patel, CLTC
North Star Resource Group Financial Consultant 720.616.5700

Karen focuses on relationship-based comprehensive financial planning strategies for closely-held business and family clients.

Families of Purpose: Estate Planning & Legacy Wealth Transfe

02 Nov
Families of Purpose: Estate Planning & Legacy Wealth Transfer


Join us as we learn the important legal aspects on building and transitioning your hard work to support your lifestyle and legacy, including business succession. This in-person session highlights the importance of the many aspects where your team of professionals navigate your unique concerns and offer objective and creative solutions with diverse yet coordinated strategies.

*Rachel Sheikh with RBS law and Samantha Peaslee with Polaris Law Group are not affiliated or registered with Cetera Advisor Networks LLC or North Star Resource Group. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.

Date and Time

Thu, November 02, 2023

8:30a - 10:00a MST


Thrive Workplace

5610 Ward Road, Ste. 300
Arvada, CO 80002
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