When: Pre-recorded Event - Register & watch anytime!
Why: Estate Planning and Financial Planning can feel overwhelming. We are here for you every step of the way, and we make the process easy!
What You Will Learn:
- Learn about the streamlined process at Monteforte Law, called our SMART Process; we really do make it easy!
- Nate Fox will teach you about the value of "forced savings".
- How Mike and Nate work together to make the planning process easier - they can even use the same Intake Forms, so that you don't have to duplicate your efforts!
- Mike will give you an overview of the streamlined process, so you can see first-hand how convenient and easy it really is.
- How to get started by setting up your Strategic Planning Session - it's simple!