With this year's in person education programs disrupted by the public health crisis, we have prepared the following video in place of the 2020 Annual Client Meeting.  

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 the video, please either scan and email your completed handouts to Pat McCrea ( 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.

2020 | Annual Client Meeting