Educational Programs

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Why attend the Peace of Mind Legacy Planning Orientation? The Peace of Mind Legacy Planning Orientation is an essential educational program for anyone who is thinking about estate planning. Estate planning includes asset protection, business succession, and Medicaid planning. Most people have some exposure to pieces of the estate planning puzzle, but few have a mastery of the whole picture. This program provides fundamental estate planning education and a broad overview of the planning possibilities. You will use this training throughout the planning process as you create a truly customized plan. If you decide not to use us for your estate planning purposes, the knowledge is yours to keep. When is the Legacy Planning Orientation offered? Legacy Planning Orientation is offered in our Learning Center and begins promptly at 1:00pm. The meeting usually lasts for approximately 3 hours but may go longer depending on audience involvement. If you would like to attend an Orientation, please call (520)458-8051 to reserve your seat. What if I don’t have a large estate? The Legacy Planning Orientation is applicable to any size estate. The knowledge you gain can insure that you are able to maintain control of your assets as long as possible, and then pass what you want, to whom you want, in the manner you want, so that your wisdom is passed along with your wealth. Many of the benefits of trust-centered estate planning apply whether the estate is $100,000.00 or $100,000,000.00. I already know I want a Living Trust; do I still need to attend a Legacy Planning Orientation meeting? Simply put, “Yes.” Many times estate planning is done as an afterthought by attorneys simply looking to fill blanks on a form. Our client-centered approach focuses on you as the expert and not on the documents. We will require your active participation throughout the planning process. A common starting point allows us to operate efficiently and allows clients to focus on the goals of their estate plan rather than on relearning fundamental concepts. What should I expect at the Legacy Planning Orientation meeting? You don’t need to bring anything! We will provide some light refreshments and provide you with accurate, timely information about estate planning. This is not a sales seminar but approximately 3 hours of valuable education. We do not offer investment or insurance products, so please leave your money at home. If you would like, feel free to invite your financial planner, accountant or insurance agent as their input can be valuable. Please remember, reservations are required. Please call Jennifer to sign up at (520)458-8051.