InSights from February 27, 2021 Annual Client Meeting

2 Mar

InSights from February 27, 2021 Annual Client Meeting

The Annual Client Meeting is a key component of the Insight Law Maintenance Program. We are in the 13th year of hosting these meetings and have found them to be incredibly helpful to both the firm and our clients. The objective of the Annual Client Meeting is to ensure we stay connected with our clients and they stay educated on their estate plan.