The LIFE Program, Estate Planning

Dear Life Program Member,

The 2023 LIFE Program is upon us! Your family’s investment in maintaining your estate ensures that your plans remain current and relevant. And having all of our LIFE clients in the office each year is a treat for us!

In February, we are hosting our LIFE Program workshops and meetings to assist you with maintaining your revocable trust-based estate plan. We recommend that all members attend a group or private meeting at least every other year.

The Life Program is a monthly subscription service. Your investment for the LIFE Program is $40/month or a one-time fee of $525 for the year. Remember, each member receives a complimentary Private LIFE Review Meeting every five years.

Seats fill up quickly for our meetings, so register today! Remember to bring your red Estate Planning Portfolio to your meeting. We look forward to hearing from you soon, and as always, if you have any questions, please contact us at 417.623.2062.

Join Us For an Upcoming Workshop

LIFE Program Workshops

Monday, February 13 | 5:30 – 7:30pm | Joplin

Tuesday, February 14 | 3:00 – 5:00pm | Joplin

Wednesday, February 15 | 10:00am – 12:00noon | Joplin

Wednesday, February 15 | 4:00-6:00pm | Joplin

Thursday, February 16 | 2:00-4:00pm | Joplin

Tuesday, February 21 | 5:30-7:30pm | Springfield

Private LIFE Review Meeting

Private meetings are also available. Each member receives a complimentary Private LIFE Review Meeting every five years. You may use your complimentary meeting or pay $495 for a private meeting.

Registration Form

Seating is limited and reservations are required. Simply fill out the brief form below to secure your spot today.