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 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 seminars on Estate Planning: 

Second Tuesday of the month:  April 14, May 12, June 9 (HOWEVER, due to the current COVID-19 “stay at home” order, we anticipate that the April 14 session will be canceled.  FYI, we are holding client consultations by “ZOOM.”  Call us if you are interested.  We may also arrange a brief ZOOM session as a substitute for the April seminar.)

RSVP’s required.  419-891-8884.  

If you are interested in attending a free seminar 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.