Tax Traps and Trusts Presentation (Edmond)
Cain & Cain Estate Planners for Life™ and ChappleWood Financial Services Present:
Tax Traps and Trusts
Featuring guest presenters:
Mitch Janik, J.D. and Damon King, CFP
Featured Topics:
Building a Solid Estate Plan
Sneaky Tax Traps to Avoid
October 14 6:30 to 8:00 pm
LOCATION: ChappelWood Financial Services - Edmond, OK
Register For October 14 in Edmond at ChappelWood Financial
Seating limited to first 10 guests who RSVP:
office@chappelwood.com or 405-348-0909
Tax Traps and Trusts Presentation (Norman)
Cain & Cain Estate Planners for Life™ and ChappleWood Financial Services Present:
Tax Traps and Trusts
Featuring guest presenters:
Mitch Janik, J.D. and Damon King, CFP
Featured Topics:
Building a Solid Estate Plan
Sneaky Tax Traps to Avoid
October 12 6:30 to 8:00 pm
LOCATION: Cain & Cain Office, Norman OK
Register for October 12 in Norman at Cain & Cain
Seating limited to first 10 guests who RSVP:
office@chappelwood.com or 405-348-0909
Estate Planning Education - Online Event
Quality estate planning begins guidance and with well informed decisions. Most issues surrounding estate planning are not common knowledge, and many people do not know where to even begin. Please sign up to watch our live online presentation to learn about the questions you should ask as you are discovering estate planning, or wanting to gain a better understanding of your current estate plan.
When: October 26 at 11:00 am.
Where: Zoom - live webinar
Link to register for the Zoom Meeting: Click Here
Or copy and paste: https://us02web.zoom.us/meeting/register/tZEuc-ivpjkjGNyEvIh-FhhyxyZWkwmhEZXA
After registering you will receive an email with a link to join the Zoom Meeting.
Feel free to call us with any questions or to schedule an individual meeting to discus your specific goals.
405-346-2246
Estate Planning Education - Webinar Event
Quality estate planning begins guidance and with well informed decisions. Most issues surrounding estate planning are not common knowledge, and many people do not know where to even begin. Please sign up to watch our live online presentation to learn about the questions you should ask as you are discovering estate planning, or wanting to gain a better understanding of your current estate plan.
When: September 28 at 11:00 am.
Where: Zoom - live webinar
Link to register for the Zoom Meeting: Click Here
Or copy and paste: https://us02web.zoom.us/meeting/register/tZIsdOyurjojH9Us-_KUHVyr9iK6rfcKgthl
After registering you will receive an email with a link to join the Zoom Meeting.
Feel free to call us with any questions or to schedule an individual meeting to discus your specific goals.
405-346-2246
Estate Planning Education - Online Event
Quality estate planning begins with well informed decisions. Please join us for an online educational event to learn about the questions you should be asking while you are considering estate planning and while you are designing an estate plan.
When: August 31 at 11:00 am.
Where: Zoom - live webinar
Link to register for the Zoom Meeting: Click Here
Or copy and paste: https://us02web.zoom.us/meeting/register/tZwrdeivrT4sGdGm5SQjXlDEPo7-Ty0BWii3
After registering you will receive an email with a link to join the Zoom Meeting.
Feel free to call us with any questions or to schedule an individual meeting to discus your specific goals.
405-346-2246
Client Update Program (Red Book Meetings August through October)
2020 Client Update Program
If this is your scheduled year to update you will have already received your 2020 Client Update Program packet in the mail. Please follow the instructions in the packet and return it to us as soon as possible. If you have any questions about updating this year please call us. 405-364-2246.
If you haven’t signed up for a Red Book Meeting yet please contact Alana for the available meeting dates and times (AlanaLessly@cainandcainlaw.com)
If this is not your scheduled year to update but you have had a significant change in your life please contact us. We will discuss the change with you and help you determine if it is necessary to update your estate plan before your regularly scheduled year.
Online Estate Planning Education
If estate planning has been on your To-Do list, or if you have just wanted to learn more about the purposes and benefits of estate planning, we would like to invite you to join us for a live online webinar.
We have always provided educational events for people who are seeking knowledge about estate planning. We now have the unique opportunity to continue offering our educational events online, and you have the unique opportunity to pursue an item on your To-Do list while safely at home.
When: August 3 at 11:00 am.
Where: Zoom - live webinar
Link to register for the Zoom Meeting: CLICK HERE
Or copy and paste: https://us02web.zoom.us/meeting/register/tZAuc-ipqzIuEtxYAAJav7MPiCQrYL3Mpj4k
Join us to learn about :
Typical Planning Traps
5 Ways to Plan
4 Major Estate Planning Challenges
Click on the registration button to sign up for the event. We will email you instructions for connecting to the zoom meeting.
Feel free to call us with any questions or to schedule an individual online meeting to discus your specific goals.
405-346-2246
Online Estate Planning Education
If estate planning has been on your To-Do list, or if you have just wanted to learn more about the purposes and benefits of estate planning, we would like to invite you to join us for a live online webinar.
We have always provided educational events for people who are seeking knowledge about estate planning. We now have the unique opportunity to continue offering our educational events online, and you have the unique opportunity to pursue an item on your To-Do list while safely at home.
When: June 29 at 10:30 am
Where: Zoom - live webinar
Link to register for the Zoom Meeting: CLICK HERE
Or copy and paste: https://us02web.zoom.us/meeting/register/tZ0sd-6vpzgrEtwj0665gqa70rKFcaweznBF
Join us to learn about :
Typical Planning Traps
5 Ways to Plan
4 Major Estate Planning Challenges
4 Keys to an Effective Estate Plan
We are very fortunate that in the current crisis, with so many difficulties and new challenges, we are able to provide the counseling and legal documents that we always have by utilizing online services. We have been conducting online meetings both individually and in group settings for a couple of years. The transition to turning all of our meetings to online rather than in-person has been very smooth.
Click on the registration button to sign up for the event. We will email you instructions for connecting to the zoom meeting.
Feel free to call us with any questions or to schedule an individual online meeting to discus your specific goals.
405-346-2246
Client Event: 2020 Annual Family Reunion
Estate Planners for Life™ Members:
The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!
Online Education: Empowered Estate Planning (new date)
If estate planning has been on your To-Do list, or if you have just wanted to learn more about the purposes and benefits of estate planning, we would like to invite you to join us for a live online webinar.
We have always provided educational events for people who are seeking knowledge about estate planning. We now have the unique opportunity to continue offering our educational events online, and you have the unique opportunity to pursue an item on your To-Do list while safely at home.
When: June 1 at 10:30 am
Where: Zoom - live webinar
Link to register for the Zoom Meeting: CLICK HERE
Or copy and paste: https://us02web.zoom.us/meeting/register/tJcvdOiuqjIiGNdjfcfkZ6gkcVA_nUznN2Sa
Join us to learn about :
Typical Planning Traps
5 Ways to Plan
4 Major Estate Planning Challenges
4 Keys to an Effective Estate Plan
We are very fortunate that in the current crisis, with so many difficulties and new challenges, we are able to provide the counseling and legal documents that we always have by utilizing online services. We have been conducting online meetings both individually and in group settings for a couple of years. The transition to turning all of our meetings to online rather than in-person has been very smooth.
Click on the registration button to sign up for the event. We will email you instructions for connecting to the zoom meeting.
Feel free to call us with any questions or to schedule an individual online meeting to discus your specific goals.
405-346-2246
Client Event: 2020 Annual Family Reunion
Estate Planners for Life™ Members:
The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!
Client Event: 2020 Annual Family Reunion
Estate Planners for Life™ Members:
The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!
Online Education: Empowered Estate Planning
If estate planning has been on your To-Do list, or if you have just wanted to learn more about the purposes and benefits of estate planning, we would like to invite you to join us for a live online webinar.
We have always provided educational events for people who are seeking knowledge about estate planning. We now have the unique opportunity to continue offering our educational events online, and you have the unique opportunity to pursue an item on your To-Do list while safely at home.
When: April 27 at 10:30 am
Where: Zoom - live webinar
Link to register for the Zoom Meeting: CLICK HERE
Or copy and paste: https://zoom.us/meeting/register/tJ0sc-6uqzovGNWwmK5VI7V99xqYGyj0Q3Y0
Join us to learn about :
Typical Planning Traps
5 Ways to Plan
4 Major Estate Planning Challenges
4 Keys to an Effective Estate Plan
We are very fortunate that in the current crisis, with so many difficulties and new challenges, we are able to provide the counseling and legal documents that we always have by utilizing online services. We have been conducting online meetings both individually and in group settings for a couple of years. The transition to turning all of our meetings to online rather than in-person has been very smooth.
Click on the registration button to sign up for the event. We will email you instructions for connecting to the zoom meeting.
Feel free to call us with any questions or to schedule an individual online meeting to discus your specific goals.
405-346-2246
Client Event: 2020 Annual Family Reunion
Estate Planners for Life™ Members:
The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!
Online Education: Estate Planning Basics
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend!
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
·To Register:
CALL: 405-364-2246
EMAIL: ESTATEPLANNERS@CAINANDCAINLAW.COM
ONLINE: Click Here to Register Online
Or copy and paste: https://zoom.us/meeting/register/upQkce2hqj4oCFG6MDhYo7iKqb81xLoQDQ
Client Event: 2020 Annual Family Reunion
Estate Planners for Life™ Members:
The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!
Client Event: 2020 Annual Family Reunion
Estate Planners for Life™ Members:
The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning.
Client Event: 2020 Annual Family Reunion
Estate Planners for Life™ Members:
The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Empowered Estate Plan Presentation (open to public)
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Back to Basics (Client Event)
BACK TO BASICS
If this is your year to update your plan (if your trust is dated in a odd numbered year) you will have already received your Estate Planning Review Worksheet and instructions on participating in the Client Update Program this year. The Back to Basics event is primarily for clients who are updating their plans this year. However, if we have enough available seats we welcome any clients to join in on this estate planning “refresher”.
When and Where:
Thursday, August 1 at 6pm
Cain and Cain Office
1770 West Main St. Norman
WHAT IS BACK TO BASICS, AND HOW WILL IT HELP ME PARTICIPATE IN THE CLIENT UPDATE PROGRAM?
Think of Back to Basics as a refresher course for estate planning. Most of our EPFL members who are eligible for the Client Update Program this year have not needed to review their documents since 2017, when they were either designing their estate plans, or were participating in the Client Update Program that year. At the Back to Basics event we will refresh your memory on what you learned during the design or latest review of your estate plan. If you have not completed and returned the Estate Planning Review Worksheet before the Back to Basics event, we encourage you to bring it to the event with you, along with any questions you have. Many clients have brought their worksheets to this event in the past and where able to complete and return them to us at the end of the meeting.
HOW TO SIGN UP FOR THE EVENT:
In order to prepare for your attendance, we ask that everyone registers for this event in advance. You may register by any of the following:
Online: www.CainandCainLaw.com/register
Email: AlanaLessly@CainandCainLaw.com
Phone: 405-364-2246
Empowered Estate Plan Presentation (open to public)
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning. There is no charge for this event, anyone is welcome to attend! Space is limited, please register so we can plan accordingly for seating and parking.
CAIN & CAIN, Estate Planners for Life™
The Empowered Estate Plan® Presentation
Our presentation is about empowering you and your family to create, maintain and implement a successful estate plan, a plan that works. No matter how you're currently positioned our goal is to help you begin the process of putting together a plan that works for you and your family.
With proper planning you can be:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
REGISTER NOW
(Online Registration will be available during the same month of the event, to register early contact our office by phone or email)
·To Register:
Call: 405-364-2246
Email: EstatePlanners@cainandcainlaw.com
Online: www.cainandcainlaw.com/register
Seats Available: Client Event: Annual Family Reunion
2019 Annual Family Reunion
As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year. This is a very important part of our Empowered Legacy Program™. Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.
*Seating will be limited to 22 in our Learning Center
*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible
Remember to bring your Blue Books!