We find that when people attend a workshop before their initial meeting, it's a much less overwhelming process. Rather than Jackie trying to teach you a lot of information during the meeting, she can instead focus on helping you uncover your planning goals. We feel so strongly about workshop attendance that we waive the initial consultation fee if you attend a workshop first.
Can I Bring A Friend And/Or Family Member With Me To A Workshop?
Yes, of course! We encourage you to bring along anyone on your team. Due to limited seating, we just ask that you register each attendee so we can ensure enough seats for all attendees.
Does My Spouse Have To Attend The Workshop With Me Or Can I Just Relay The Information That I Learn?
There is a lot of information packed into the workshop! We find that it is difficult for clients to relay the stories and their importance once they leave our office. In the past, when we've worked with clients where only one spouse attended the workshop, we found that the non-attending spouse was at a disadvantage during the planning process and were more likely to feet a bit overwhelmed.
How Much Does The Workshop Cost? How Long Does It Last? Do I Need To Bring Anything?
It is free! We think it is very important to educate our community and this is one of the many ways that we do this. Feel free to browse our free materials and information on our website or at our Learning Center while you are in our office.
The workshop last two hours. Don't worry, the time flies by! You do not need to bring anything with you. We provide everything you need, plus light refreshments.
What Will I Learn At The Workshop?
You will learn estate planning basics such as wills, trusts, health care directives, and powers of attorney. More importantly, you will learn the importance and the power of these documents and how they work upon disability or death. We also spend time teaching you how to plan for the future and possible long-term care costs. We use several stories during the workshp to help you uncover what planning goals are most important to you.
What's Next After I Attend A Workshop?
Once you have attended the workshop, our office will follow up with you to discuss your initial consultation with Jackie and see if it is appropriate to schedule an appointment to explore how we can assist you.
Attendance to our seminars are free, but seating is limited. If you haven't already, sign up for an upcoming seminar!