Due to the public health crisis, we have not been able to conduct our regular educational and update programs last year. As we anticipate the pandemic will continue to prevent us from meeting in person until the second half of the year, we have opted to combine our traditional Annual Client Meetings and Client Update Programs into one Hybrid Client Meeting. Our plan is to conduct much smaller size group programs where we can deliver educational updates as to what has changed in the law as well as document updates.

Thus, regardless of whether you are a Blue Group or Red Group client, you should plan on attending one of the Hybrid Client Meetings this coming fall. Please note that all of our Hybrid Client Meetings are contingent upon vaccine rollout and how effective the vaccines are against strains of COVID that are circulating at that time. We will notify you if it becomes necessary to cancel these workshops.

Please be sure to bring both your Red and Blue Portfolios to this meeting. We will be conducting all of these meetings in our building amphitheater which is on the lower level of our new office building.

Tues, Sep 28, 2021 | 10am

Tues, Sept 28, 2021 | 2pm

Thur, Sept 30, 2021 | 10am

Thur, Sept 30, 2021 | 2pm

Tues, Oct 5, 2021 | 10am

Tues, Oct 5, 2021 | 2pm

Tues, Oct 5, 2021 | 6pm

Wed, Oct 6, 2021 | 10am

Wed, Oct 6, 2021 | 2pm

Wed, Oct 6, 2021 | 6pm

Mon, Oct 11, 2021 | 10am

Mon, Oct 11, 2021 | 2pm

Mon, Oct 11, 2021 | 6pm

Mon, Oct 18, 2021 | 2pm


Wed, Oct 20, 2021 | 2pm