How COMPANIES AND GROUPS can benefit from our seminars/workshops -

* Affordable Employee Benefit

We work with companies to provide seminar services to their employees as an affordable benefit to complement their current plans.   Flexibility is key to providing benefits in this tough economy  and we can set up seminars as a company sponsored activity or pass through savings to your employees by leveraging  group discounts.

*  Value-add Service for Your Clients

CPAs, estate attorneys, financial advisors, wealth managers, corporate benefits providers incorporate our seminars as a value-add service for their clients.    Professionals will create stronger relationships with their clients when they can provide value above and beyond their traditional roles.

For all group seminars, we make administration as easy as possible.   If you or your company would like to sponsor or host a seminar, we will

create promotional emails for you to announce the seminars.

manage registration through an online registration system.

confirm attendance/participation of all attendees.

collect seminar feedback surveys for your benefit and ours.

How INDIVIDUALS can take advantage of seminars/workshops -

Almost every quarter we offer seminars open to the public.    All public seminars will be posted on the home page and on this page.   If you put together a group of  10 people, you can create your own seminar and take advantage of the group discount!      If  you would like to be added to our mailing list, send your contact information in an email to the email address on the left side of this page or fill out the contact form.

Seminar Formats

We offer two types of seminars:

A to Z Planning
In 180 minutes, you will go through the 5 key areas of a Survivorship Now Plan and learn how to use the materials to create and maintain your custom plan.
** this format is best for motivated individuals

Boot-Camp Planning
In two 2-hour sessions, you will go through the 5 key areas of a Survivorship Now Plan and learn how to use the materials to create and maintain your custom plan.  The week in between the 2 sessions you will have time to work through the most technical issues and return to the second session with your questions for follow-up and to finish the course.
** this format is best for the people who need planning support as the second session will require homework to be done after the first session with follow-up Q&A on the second session.

In our seminars/workshops, the foundation work has been done for you.
Attendees will go home with:
- a high quality pre-formatted notebook complete with samples and an outline for each area
- electronic templates on a CD to use to create a comprehensive plan
- tips for maintaining the plan
- peace of mind knowing that your family has all the information they need in the event of death