"Marguerite is just the perfect host who 'tells it like it is' - plain, simple, and no holds barred! Loved it!”
"Marguerite is just the perfect host who 'tells it like it is' - plain, simple, and no holds barred! Loved it!”
Why Attend Our Class?
1. We do not sell estate plans or financial products so you can learn about your own estate planning process in a safe environment. Don’t go to another “free” trust seminar or financial presentation before attending this class!
2. Attending our class will save you lawyer time and money. You can pay your attorney to educate you on these matters, so you can make informed decisions, or you can pay tuition of less than one attorney billable hour, and be the CEO of your own life.
3. If it’s been more than 5 years since you have last updated your estate plan, it’s time. There are important things you need to know, that no other professional may have ever told you. Learn about current issues; costs, planning obstacles, and solutions.
2. Attending our class will save you lawyer time and money. You can pay your attorney to educate you on these matters, so you can make informed decisions, or you can pay tuition of less than one attorney billable hour, and be the CEO of your own life.
3. If it’s been more than 5 years since you have last updated your estate plan, it’s time. There are important things you need to know, that no other professional may have ever told you. Learn about current issues; costs, planning obstacles, and solutions.
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4. If you want to stay in control, you need good information. If there is anything about estate planning that puzzles you, we'll uncover the mystery and help you help yourself.
5. You don’t know what you don’t know. Your plan must protect you during your life, and after. Presented by an expert in trust and estate administration who has worked with over 100 families and taught over 3,000 will share the pitfalls and benefits, before you draft your plan. |
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6. You want to be remembered well. Don't fight with your spouse, your kids or your fears! Let us help you get your estate planning process in alignment with what means the most to you. You can bring your spouse with you, and our expert will do the convincing!
7. You want to make a difference. It is not enough to talk about what we want to accomplish. We have to get our wishes in writing, and we have to know that the ones we select will carry out our wishes.
8. You don’t want to be taken. “Free” classes focus on selling you products. We can teach you what you need to know to make the most of your professional relationships, and you will know what you want and how to ask for it.
9. A good estate plan, administered appropriately, can prevent elder financial abuse. If you wait too long to decide, or don’t get around to having a written plan you are willing to use, those who prey on the elderly will make you a target.
10. Now is the time because our classes are limited!
7. You want to make a difference. It is not enough to talk about what we want to accomplish. We have to get our wishes in writing, and we have to know that the ones we select will carry out our wishes.
8. You don’t want to be taken. “Free” classes focus on selling you products. We can teach you what you need to know to make the most of your professional relationships, and you will know what you want and how to ask for it.
9. A good estate plan, administered appropriately, can prevent elder financial abuse. If you wait too long to decide, or don’t get around to having a written plan you are willing to use, those who prey on the elderly will make you a target.
10. Now is the time because our classes are limited!
Click Here For Full Class Schedule
No estate plans or financial products are sold at this class. If you choose to work with the attorney who presents, you must reach out to the attorney directly. No one will call you to solicit your business. You can opt-out of our email subscription any time.
You will receive bonus material only available to in-person students, as our expert is continually gathering information of interest, and continues to add new wisdom from current experiences in the field. No two seminars are exactly alike!
Sign up now to receive a discount coupon for your own copy of Ethics for Trustees, coupon will be included in your study packet only with advance registration.
Want a little extra support? For those of us who know we need to get this done, but want a little extra help, a special program is available only to our students. Sign up for this at class.
We limit attendance in our class so you have the opportunity to connect with others in a warm environment, and get the most out of the home study course.
You will receive bonus material only available to in-person students, as our expert is continually gathering information of interest, and continues to add new wisdom from current experiences in the field. No two seminars are exactly alike!
Sign up now to receive a discount coupon for your own copy of Ethics for Trustees, coupon will be included in your study packet only with advance registration.
Want a little extra support? For those of us who know we need to get this done, but want a little extra help, a special program is available only to our students. Sign up for this at class.
We limit attendance in our class so you have the opportunity to connect with others in a warm environment, and get the most out of the home study course.
Can't Attend Class In Person?
