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 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 12 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 and at the live, in-person sessions only. Call TODAY to register at 419-891-8884.

Current Schedule of Client Orientation Meetings

Since the COVID Pandemic, all monthly Client Orientation Meetings have been held online by “Zoom” instead of in-person in groups in our office.  All meetings are still held at 4:30 PM, usually the second Tuesday of the month, but the schedule may vary with the season and weather.   To attend a session, call our office by the Friday beforehand and make a reservation.

Upcoming Client Orientation Meetings for 2023:   Mar 14,   April 11, May 9,  all by “Zoom.”  RSVPs necessary to receive the email invitation and login link.  Meetings for June and thereafter have not been scheduled yet.  

Call us for details on the Client Orientation Meetings or private consultations:  419-891-8884.