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Offices in: Clearwater • Tampa • Sarasota • Naples • Ft. Myers
Toll-Free: (800) 660-7564
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For Professional Financial Advisors HOME Professional Continuing Education The
Estate & Business The
LifeStyle Personal |
Estate Plans That
Work™ - Overview Welcome to our LifeStyle Personal Planning™ educational workshop we call Estate Plans That Work™. We hope you find this introduction to the concepts of estate planning informational and satisfying. We call these workshops "Private Briefings" because they are not generally open to the public at large. We reserve them for invited guests of our existing LifeStyle™ clients as well as guests of professional advisors with whom we have developed a trusted relationship of close cooperation. When Estate Plans That Work™ private briefings are held twice each month, usually once during the week in either the morning or afternoon and then again on a Saturday morning. Please scroll down this page to find this and next month's schedule. How to Register You may register online by filling out the Registration Form on this page and submitting it electronically over the internet by clicking on the "Submit" button below; or You may print out the Registration Form and fax or mail it to us. |
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Copyright © 2004 by Integrity Marketing Solutions. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement. The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and experience. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Persons accessing this site are encouraged to seek independent counsel for advice regarding their individual legal issues. |
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