Register for the Client Care Program Winter 2019 Workshop!

Winter 2019 Client Care Program Workshop 

with Craig R. Hersch & Michael B. Hill

Asset Alignment & Your Estate Plan

Tuesday, February 5th First Assembly of God 10:00 AM 

EXCLUSIVELY FOR SHELL POINT RESIDENTS! Thursday, February 14th 9:15 AM 

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SIGN UP NOW

Asset Alignment & Your Estate Plan

We’ve renamed our Annual Maintenance Program to Client Care, to more appropriately describe what we do for you. Our next workshop is coming up soon, and in response to many client questions:

  • What happens when I pass on?  
  • How is my estate administered?  
  • How is my trust distributed?  
  • What is the process? 
  • Does the firm help my surviving spouse, family, or other loved ones with the administration? 
  • How long should it take? 
  • Are there any costs involved?  

 

We’ve created a new workshop where we’ll answer those questions and more!  

You’re invited to bring a friend. Due to the number of clients in our Client Care Program and the limited seating, we do ask that you RSVP.  

We hope that all of you enjoyed this summer, and we look forward to seeing you on November 1st!  

Workshop Date, Time and Location:

February
5

Tuesday, February 5 10:00 a.m. - 12:00 p.m. First Assembly of God 4701 Summerlin Rd. Fort Myers, FL 33919


February
14

EXCLUSIVELY FOR SHELL POINT RESIDENTS!

Thursday, February 14 9:30 a.m. The Club at Shell Point 17500 On Par Blvd. Fort Myers, FL 33908

Join Us!