- This event has passed.
June 25: CCALT Succession Planning Workshop
June 25, 2025 @ 1:00 pm – 5:00 pm
Steamboat Grand
2300 Mt Werner Circle
Steamboat Springs, CO 80487
*Workshop will begin directly after the CCA Annual Convention
Please join us directly after the CCA Annual Convention in Steamboat for a session to hear from an all-star panel of succession planning experts as we explore the consequences of not having a succession plan in place, the immense benefits of having a sound succession plan, and overcoming the many obstacles to getting there. There will be time for Q&A and even brief one-on-one meetings with our panelists afterward. You will leave with a clear understanding of the process and what your next step needs to be. We hope you’ll join us!
Featured Speakers:
- Jenna Keller, Estate Planning Attorney with Keller Law, LLC
- Dallas Mount, Owner, Ranching for Profit
- David Bear, Managing Partner, Envision Financial Partners
- Bob Goodson, 1031 Exchange Expert, First American Exchange
- Jeff Tranel, Colorado State University Extension in Succession Planning


