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New Client Orientation Programs
The first step in the estate planning process is to attend a New Client Orientation Workshop. Attendance at this program is a prerequisite to begin the planning process. If you are married or have a significant other, both spouses will need to attend. There is no charge to attend the New Client Orientation Workshop and no obligation to retain our firm.
The workshop will be held at our office Learning Center which is located at 398 West Bagley Road, Suite 7, Berea, Ohio. Reservations are required and seating is limited to 14 people.
Click here for the current schedule of workshops.
Click here for a list of topics covered at at New Client Orientation Program.
Click here to register for a New Client Orientation Program.
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