Workshop Testimonials

When seeking estate planning advice, the first step is to come to one of our free workshops. Read what others have to say after attending one of Jackie's workshops!


"Excellent understanding of the importance of estate planning." - Bryan, Cary, NC


"Very good coursework for those just beginning to look at estate planning." - Alice, Fayetteville, NC


"A great introduction that illuminates just how much of a labyrinth this subject is." - Travis, Cary, NC


"Very informative. Although it does provide good 'general' info, it also lets you glimpse on the amount of information and tools available for planning and future protection of assets. I would like to make an appointment for a consultation." - Rose Marie, Apex, NC


"A lot of information taught as clearly as possible by Jackie." - Eddie, Cary, NC


"A fantastic nuts and bolts approach. Jackie breaks it down in layman's terms. As a CPA, I am impressed with her expertise and ability to educate." - Susan, Apex, NC


"After attending a seminar with Jackie we knew she was the only one to handle our estate. The office staff is very professional. We have learned so much about the importance of estate planning. You will not find a better person to do your estate planning than Jackie and her staff." - Richard, Raleigh, NC