We believe the best way to explain your planning options is through education. The Client Orientation Meeting is how we do that. The Client Orientation Meeting is a group meeting that includes a presentation called The Truth About Estate Planning. It is designed primarily to teach you about different types of estate plans and how each one addresses different estate planning challenges. At the meeting you will learn our philosophy, our estate planning process and how we charge. Most of our clients prefer this method of getting started and meeting us.
The class is offered the second Tuesday of every month at 2:00 pm. There is no charge for attendance, but reservations are required. Contact us today to sign up for our next meeting.