We love to collaborate and network with other professionals in our area, please join us for lunch!

The education portion of our lunch includes:

 The Opportunity (What's in it for Me)

How collaboration with focus on wealth reception directly benefits both the client and advisors alike.

Wealth Reception Planning™

A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.

Intentional Third-Party Credibility

Five specific ways the Estate Planners for Life™ process supports your financial practice

Learn about our commitment to building estate plans that really work!