Are your current estate, financial and life plans adequate for yours and your family's future needs?
How your life works for you and your family with your current and future finances:A life plan is a “roadmap” for your life that helps you to prioritize what’s important to you: spiritually, personally, financially and your family's future security.
The goal of this seminar is to take you through life’s stages, address common concerns that often arise in each stage, and demonstrate the elements of a solid life plan that will make common concerns along the way less daunting.
We also want to help you identify holes in your current life plan that could be exploited by rapidly changing laws, mandates and legislative actions.
Bring your family and join us for this class so that they can learn about your life plan, what part they play in your estate and financial planning, and why it's important for them to begin creating a life plan of their own.
Select the session that works best for you.
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