ANNUAL CLIENT MEETING VIDEOS

Below are the videos we prepared for our most recent Annual Client Meetings.  You should have received an email which contained the link to this webpage and the handouts that you will need while watching these videos.  We strongly recommend printing a hard copy of the handouts before you begin to watch this video.  If you did not receive the handouts, please contact Pat McCrea (Pat@LifeDesignLaw.com) or at 216-236-6480, and we will email the documents to you.

Please note you do not need to print a hard copy of the slides unless you wish to make notes during the presentation.

Once you have completed watching these videos, please either scan and email your completed handouts to Pat McCrea (Pat@LifeDesignLaw.com) or you may return them by U.S. mail to Pat McCrea, Williams Allen Casey, LPA, 5700 Lombardo Center Drive, Suite 290, Seven Hills, OH 44131.

2019 | Annual Client Meeting | Part 1

2019 | Annual Client Meeting | Part 2

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© 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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