The first step in the estate or elder law planning process with our firm is to attend a Client Orientation Meeting. Attendance at the meeting is a prerequisite to begin the consultation and planning process. If you are married or have a significant other, both of you are expected to attend. There is no fee, nor ever any obligation or pressure to retain our firm.
The meetings give you a “free look” and educate you about Wills, Trusts, powers of attorney, asset protection, Medicaid, a V.A. benefit, and various legal options. They are held at the Education Center in our one-story, accessible office with free parking, which is located at 1755 Indian Wood Circle (across from Therma-Tru, at the corner of Woodlands), in Arrowhead Park. (See the Map/Contact Us page for a map). Reservations are required and seating is limited to 16 adults. Your reservation may include caregivers or adult children. Attendees receive refreshments and a free book (one per couple) on typical estate planning myths and mistakes, while supplies last. Call TODAY to register at 419-891-8884.
Current Schedule of Client Orientation Meetings
All monthly Client Orientation Meetings are held at 4:30 PM, in our Education Center, usually the second Tuesday of the month, but the schedule may vary with the season and weather. We ask attendees to arrive by 4:15-4:20 to choose your refreshments and get seated to begin reviewing your handouts. Here is our current schedule:
Regular monthly workshops on Estate Planning:
July 16 (date change due to the holiday), then resuming the second Tuesday of the month: August 13 and September 10
RSVP’s required. 419-891-8884.
SPECIAL NEW WORKSHOPS: “29 Traps for the Uninformed,” an enlightening and entertaining session on what NOT to do based on true stories of other clients. Free book included. Our April-May sessions of this content are now passed, but we’ll be resuming them in the fall. Call to be on a call-back list.
If you are interested in attending a free workshop on the V.A. Aid & Attendance Benefit, Medicare Supplements, or Asset Protection Planning, give us a call to be placed on a call-back list for the next scheduled event.
REMEMBER, we moved in May, 2018! Our new location is at 1755 Indian Wood Circle, Suite 300, Maumee, just a half mile away from our prior office on the same street (past the Pinnacle, across from Therma-Tru).
Some meetings fill up or will be rescheduled for various reasons. Always call us at 419-891-8884 to verify the date and make your reservation. Due to limited seating, we can’t accommodate walk-ins.