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Estate Plans That Work™ - 
an educational private briefing
(Register below)

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.

Upcoming Estate Plans That Work™ Private Briefings:

Please contact me about Estate Plans That Work™.

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Client's Professional Advisor:
Professional Advisor's Email:

Learn About the LifeStyle Personal Planning™ Process

Consultation: Relationship Explorer™

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