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Contact Us

Conference Manager

Lori Bennett, CMP, CCM
Senior Global Project Manager

lori.bennett@conferencedirect.com
office: 303.617.3300
fax: 888.389.7599

Conference Producers

Bob Veres & Jean Sinclair

sinclair@san.rr.com
mobile: 858.354.4579
​fax: 858.581.3777

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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