logo
mobile logo
20 December
0 Comments
Sticky

TRUTH ABOUT ESTATE PLANNING WEBINAR ON MARCH 19, 2025

Posted by Bobby Feisee
in Training

WHEN: March 19, 2025 at 10:00 AM EDT WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="80" title="true" description="true"]...

Continue reading
20 December
0 Comments
Sticky

INSIGHT LAW ANNUAL CLIENT MEETING ON JANUARY 30, 2025

Posted by Bobby Feisee
in Training

When: January 30, 2025 at 7:00 PM EST Where: Zoom Overview: Each year, our law firm holds an Annual Client Meeting for members of the Insight Law Maintenance Program. Attendance at one of the meetings is essential to ensure we stay connected with our clients and they stay educated on their estate plan. During the meeting, we provide clients with the following information: Update of current trends in estate planning, including an explanation of additions and changes that may be implemented into your future plans Asset Review Report providing you with the law firm’s latest inventory of your assets Review of our Website, including how to use the Client Services area Updated documents and resources available in the Client Organizer Opportunity to update your current information, your Helper’s information, and information stored with Docubank Opportunity to ask any questions you may have. Please feel free to invite your financial advisor or any other...

Continue reading
20 December
0 Comments
Sticky

INSIGHT LAW ANNUAL CLIENT MEETING ON JANUARY 22, 2025

Posted by Bobby Feisee
in Training

When: January 22, 2025 at 10:30 AM EST Where: Zoom Overview: Each year, our law firm holds an Annual Client Meeting for members of the Insight Law Maintenance Program. Attendance at one of the meetings is essential to ensure we stay connected with our clients and they stay educated on their estate plan. During the meeting, we provide clients with the following information: Update of current trends in estate planning, including an explanation of additions and changes that may be implemented into your future plans Asset Review Report providing you with the law firm’s latest inventory of your assets Review of our Website, including how to use the Client Services area Updated documents and resources available in the Client Organizer Opportunity to update your current information, your Helper’s information, and information stored with Docubank Opportunity to ask any questions you may have. Please feel free to invite your financial advisor or any other...

Continue reading
20 November
0 Comments
Sticky

TRUTH ABOUT ESTATE PLANNING WEBINAR ON FEBRUARY 21, 2025

Posted by Bobby Feisee
in Training

WHEN: February 21, 2025 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="76" title="true" description="true"]...

Continue reading
20 November
0 Comments
Sticky

TRUTH ABOUT ESTATE PLANNING WEBINAR ON FEBRUARY 5, 2025

Posted by Bobby Feisee
in Training

WHEN: February 5, 2025 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="75" title="true" description="true"]...

Continue reading
20 November
0 Comments
Sticky

TRUTH ABOUT ESTATE PLANNING WEBINAR ON JANUARY 24, 2025

Posted by Bobby Feisee
in Training

WHEN: January 24, 2025 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="74" title="true" description="true"]...

Continue reading
22 October
0 Comments
Sticky

TRUTH ABOUT ESTATE PLANNING WEBINAR ON DECEMBER 20, 2024

Posted by Bobby Feisee
in Training

WHEN: December 20, 2024 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="72" title="true" description="true"]...

Continue reading
22 October
0 Comments
Sticky

TRUTH ABOUT ESTATE PLANNING WEBINAR ON DECEMBER 4, 2024

Posted by Bobby Feisee
in Training

WHEN: December 4, 2024 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="71" title="true" description="true"]...

Continue reading
25 September
0 Comments
Sticky

TRUTH ABOUT ESTATE PLANNING WEBINAR ON NOVEMBER 22, 2024

Posted by Bobby Feisee
in Training

WHEN: November 22, 2024 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="70" title="true" description="true"]...

Continue reading