Advisor Connections Newsletter™
March 29, 2016
Upcoming New Client Orientation Meetings
UPCOMING NEW CLIENT ORIENTATION MEETINGS
The first step for a prospective client to commence the estate planning process is to attend a New Client Orientation Meeting. Attendance at this meeting is a prerequisite to begin the estate planning process.
If it has been a while since you attended a New Client Orientation Meeting or if you have never attended one, we invite you to join us!
New Client Orientation Meetings are held at our office Learning Center which is located at:
5700 Lombardo Center Drive, Suite 290, Seven Hills, Ohio 44131.
Reservations are required and seating is limited to 14 people
Tuesday, April 5, 2016 from 9:30 a.m. to 12:30 p.m.
Tuesday, May 3, 2016 from 1:00 p.m. to 4:00 p.m.
Tuesday, June 14, 2016 from 9:30 a.m. to 12:30 p.m.
Topics to be covered at an upcoming New Client Orientation Meeting include:
If you are interested in attending, please call our office at (216) 236-6480, or you may register online by clicking here.