Schedule of Client Orientation Meetings (COMs)

client meeting roomThe 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 Learning Center in our one-story, accessible office with free parking, which is located at 1925 Indian Wood Circle (at the corner with Tomahawk), in Arrowhead Park. (See the Map/Contact Us page for a map). Reservations are required and seating is limited to 20 persons. Your reservation may include caregivers or adult children.  Our Basic Planning Orientation Meetings are generally held the second Tuesday of the month in late afternoon, but the schedule may vary with season and weather.  Our Advanced Planning (Asset Protection) Meetings are being held on an “as scheduled” basis.  Attendees at both sessions 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, both Basic Planning and Advanced (Asset Protection) Planning are held at 4:30 PM, in our Learning Center. Typically our Basic COMs were held the second Tuesday of the month and our Advanced COMs were held the third Wednesday of the month.  Recently, we have combined both topics into one monthly session until further notice, held the second Tuesday at 4:30 PM.

2018 Meetings:  Combined topics, Jan. 9, Feb. 13, March 13

Seating is limited.  Reservations are required.  419-891-8884

Reminder: 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.  We look forward to seeing you!