When: Pre-recorded Event - Register & watch anytime!
Why: Most people aren't sure where to begin. How do you prepare to even start the process of estate and financial planning? Mike and Nate share the easy steps to get you started with both.
What You Will Learn:
- What to do BEFORE you meet with a lawyer or financial planner.
- The documents and information you need to get started, and how easy it is to gather it all together. Avoid the "I'll get to it later because I don't have time to fill it out".
- How technology can simplify things by allowing you to complete your intake form electronically, on your time-table, which makes things A LOT more convenient.
- How to get your existing estate documents reviewed by the attorney and advisor BEFORE your meeting.
- Michael and Nate have made their process easy for their clients. They understand that this process can be overwhelming and they want to make it as easy as possible for you. Watch this Webinar to see how easy it is to get started!