Annual Client Meeting

All clients should plan to attend one Annual Client Meeting each year. The Annual Client Meetings include a review of any changes in the law that may affect your estate plan as well as proactive advice as to how best to take advantage of new or soon to expire laws.  We will also examine any trends in the process of winding own a person's affairs - those things that clients did that worked well and those things that did not work so well.

 

We distribute updated Asset Detail Reports and Estate Planning Review Worksheets at our Annual Client Meetings in addition to various forms for you to complete, sign and return after the meeting.

 

You are welcome to bring your financial advisor, CPA, family or other guests to an Annual Client Meeting.

 

You only need to register for one of the Annual Client Meetings and you should plan on bringing only your Blue LifeDesign™ Portfolio to this program.

 

‚ÄčNOTE: Our venues for Annual Client Meetings have changed from prior years.
Please carefully note which location you register for. Directions to new locations will be sent to you prior to the event.

 

*If you cannot attend an Annual Client Meeting, please CONTACT US.

‚Äč

PLEASE CHOOSE ONE DATE BELOW TO ATTEND

Tuesday

May 21st, 2019
10am-11:30am

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Tuesday

May 21st, 2019
2pm-3:30pm

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Thursday

June 6th, 2019
10am-11:30am

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Thursday

June 6th, 2019
2pm-3:30pm

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Thursday

June 6th, 2019
6pm-7:30pm

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Tuesday

June 11th, 2019
10am-11:30am

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Tuesday

June 11th, 2019
2pm-3:30pm

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Tuesday

June 11th, 2019
6pm-7:30pm

Oak Tree Place

Conference Center

6111 Oak Tree Boulevard

Independence, Ohio 44131

Scott A. Williams has been recognized by Avvo.com as Supurb rated and a Clients' Choice estate planning 

© 2019 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice.  The receipt of this information does not establish an attorney-client relationship.  The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.

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