Your Benefits, Explained!
Part 6: Semi-AnnualWorkshops
How do I tune in?
Our “Your Benefits, Explained” series is back! After a short break last month, we’ve returned to our series explaining the 10 benefits of your Life Plan Membership. So far, we’ve covered creating documents for family members, our Monthly Q&A Workshops, Trust Administration Credits, the Asset Detail Report (ADR), and the Health Care Vault. Today, we’re tackling one of our favorite benefits, which keeps our clients on the cutting edge of the estate planning industry: Semi-Annual Workshops.
As a Life Plan member, you’ll receive a few emails a couple of weeks before the next Semi-Annual Workshop. In those emails, you’ll see a link that you can click to register ahead of the workshop so you can watch live on the day of the event. Semi- Annual Workshops take place every six months, in January and June of each year.
What if I miss a workshop?
What are the Semi-Annual Workshops?
If you missed the January 2022 Semi-Annual Workshop or can’t make the event in June, don’t worry: We record all of the workshops and make them available to you for later viewing! You can find the recordings by logging into the private Life Plan Membership Portal. These workshops are fantastic tools to keep you up to date on everything related to estate planning. Our Life Plan Members who watch them are extremely well educated. We’d even hazard a guess that they understand more about estate planning than clients at any other law firm! We hope to see you tune in to the Semi-Annual Workshop this June. Keep an eye on your email for an announcement of the date and time.
These are two virtual events we hold for our Life Plan members each year. On the webinars, the five principal attorneys on our team discuss recent updates in estate planning law, review how your estate planning documents work in case of incapacity or death, and explain any new changes to the Life Plan membership. The goal of these workshops is to keep you informed and up to date on the constantly evolving world of estate planning. The workshops are in the form of a panel discussion, and our attorneys cover a wide range of topics — news stories, trends, and rumors included! You won’t be able to ask questions (please save those for our Q&A Workshops), but you do get to listen to what’s going on behind the scenes at Preston Estate Planning. These are fun, educational events that ensure you know exactly what to do when a loved one passes away and feel entirely secure in your family’s legacy.
2 PrestonEstatePlanning.com
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