LAST CALL – I BELIEVE WE HAVE 2 SLOTS LEFT!
Calling all CPAs, Financial Advisors, Corporate Attorneys, Life/LTC Insurance Agents, Realtors and anyone else in the “financial sphere.”
Are you always taking care of your clients and making sure they have all their ducks in a row but when it comes to your own estate plan you don’t even know what you have in place?
Or maybe you haven’t even had a chance to put anything in place yet.
Well, we don’t want you to worry.
Since last year we had such a great response, we thought we would go ahead and offer this to our referral sources again.
During the month of January, we have a maximum of 8 slots for Family Wealth Planning Sessions where you spend up to two hours with us and find out what the people you love would have to deal with if something happened to you so that you can decide if the current state of your affairs works for you or NOT. Remember, your estate plan is not “set it and forget it!” Your life changes and so must your plan.
In addition, because we see the consequences all the time of having no advanced directives in place, you will at least walk out of here with:
- A POWER OF ATTORNEY,
- A DESIGNATION OF HEALTHCARE SURROGATE,
- A HIPAA RELEASE,
- A LIVING WILL, AND
- A DESIGNATION OF PRE-NEED GUARDIAN
ALL FOR FREE. Call us.
Recent Comments