Welcome!

Our 2020 Client Update Program.

Below are the handouts reference in the Client update Meeting:

2020 CUP HandoutsDownload
Comment CardDownload
2020 Election form FillableDownload
Disability Counselling Questions WorksheetDownload
Instructions for Disability Trustee ChecklistDownload
Funeral Representative WorksheetDownload
When to Seek Additional CounsellingDownload
Trusted Advisor SheetDownload
Other Advisor SurveyDownload
Memo-of-IntentDownload

Our update on the 2020 Annual Client Meetings.

2020 Annual Client Meeting

Below are the handouts we reference in the Annual Client Meeting.

2020-ACM-Slides-1Download
Life Update ListDownload
Client and Firm CommitmentsDownload
Memo of IntentDownload

2020 Annual Client Meeting – Legal Update

2020 Annual Client Meeting – Fee Discussion, Education Program, and Calendar