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We believe that well informed Advisors and Clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational information that is current, insightful and relevant to your clients’ insurance plans.
While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on topics of interest, please contact us.
As insurance consultants to some of America’s wealthiest families and entrepreneurs, Fred Churchley and Bart Snyder have plenty of interesting insights to share. They have entertained and enlightened Attorneys, Accountants, Trust Officers, Investment Advisors, and Family Office Managers at hundreds of private briefings and regional / national meetings and have been frequent guest speakers at private client events.
Understanding that the needs of high-net-worth clients often involve highly complex planning arrangements, Fred and Bart each have an ability to colorfully communicate the complex while helping Advisors and their clients connect with the deeper purpose and emotion behind their decisions about wealth and legacy.
If you are interested in booking Churchley Financial Group as a speaker for an upcoming association meeting, private briefing, or event—or if you want us to conduct a customized, private session for your colleagues or clients—please call or email us at 303.468.2100 / Bart@churchleyfg.com. Some sessions may be accredited for CPE and CLE continuing education credits.
CHURCHLEY FINANCIAL GROUP LLC
3000 Lawrence Street
Denver, CO 80205
T: 303.468.2100
SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, 130 SPRINGSIDE DRIVE, AKRON, OHIO 44333. 1-800-765-5201. CHURCHLEY FINANCIAL GROUP, LLC IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC.
ANY TAX ADVICE CONTAINED HEREIN IS OF A GENERAL NATURE AND IS NOT INTENDED FOR PUBLIC DISSEMINATION. FURTHER, YOU SHOULD SEEK SPECIFIC TAX ADVICE FROM YOUR TAX PROFESSIONAL BEFORE PURSUING ANY IDEA CONTEMPLATED HEREIN. THIS ADVICE IS BEING PROVIDED SOLELY AS AN INCIDENTAL SERVICE TO OUR BUSINESS AS INSURANCE PROFESSIONALS.
