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.
NOTE: 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.
PLEASE CHOOSE ONE DATE BELOW TO ATTEND