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I offer estate planning seminars free of charge to groups of 6 and larger. This is a great way for individuals to learn about estate planning, ask their questions in a friendly environment, and usually quesitons asked by others spark additional questions others never would have thought of. These seminars usually last about 2 hours and can be held in my office or at location more convenient to you.
I can structure the seminar to suit your group's needs. Generally, the following are areas that I cover in these seminars:
I never, never, never "sell" at my seminars. If specific questions arise regarding my services for estate planning I will answer them; however, at no time will I ever ask anyone in attendance to commit to hiring me for their estate planning needs. I conduct these seminars for information only and to allow people to meet me and determine if they think we could work well together in planning their estate. If someone chooses to, we can set up a separate, private consultation to discuss their specific needs, how to meet those needs, as well as my fees. Even if you do not hire me, I hope that you will take the information I provide, be better-equipped to manage your affairs and more knowledgable when you do hire an estate planner, even if that estate planner is not me.