To keep plans (and clients) up-to-date, the Lifeplan™process includes regular communications from Legacy Counsellors North, PLLC, meetings designed to review planning and planning options, “helper” training, and ongoing funding/titling assistance.
Legacy Counsellors North, PLLC, is dedicated to offering educational programs to our Lifeplan™ clients. We host periodic luncheons with guest speakers sharing their thoughts on a variety of interesting subjects. Click on an event below to learn more.
Helper Training seminar provides an understanding of the duties a fiduciary “helper” performs when someone becomes incapacitated or dies.
Legacy Counsellors North, PLLC, Lifeplan™ clients attend an update session every two or three years because it is important to keep up with evolving laws, tax codes, and life changes.
As always, we welcome your thoughts and suggestions. Click here for the Suggestion Box Form.
Remember: The client with the best suggestion will be rewarded with a free year of Lifeplan™ services. The winner is announced at the Annual Client Meeting.
