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Annual Client Meeting

The Annual Client Meetings are for all clients every year.  All Annual Client Meetings will be held in the amphitheater on the lower level of our office building and are limited to 45 people.  The Annual Client Meeting will provide an overview of changes in the law that impact your estate plan as well as new planning strategies you may wish to consider including in your plan.  We will distribute updated Asset Detail Reports to each client family at the Annual Client Meetings.

 

For married couples, both spouse's should attend the Annual Client Meeting.  Clients are welcome to bring their professional advisors, family members and other guests to this program. 

You may register to attend an Annual Client Meeting by clicking here.