Calendar of Events

Wednesday, April 3rd, 2019 & Saturday, April 6th, 2019

Annual Client Meeting 2019

Wednesday Sessions: 10:00 a.m. to 1:00 p.m. or 2:00 p.m. to 4:00 p.m. - Saturday Session: 10:00 a.m. to 1:00 p.m.

Cochise College Community Room - See map below

+ Event Details

Wednesday, April 3rd, 2019 & Saturday, April 6th, 2019

Annual Client Meeting 2019

This event is for Clients and their helpers. 


Come learn about changes in the firm, the latest news on our Maintenance program, and how we are helping you keep your Peace of Mind. This program does run 2-3 hours and we ask that you bring your Client Trust Handbook (White Binder with your name on the cover).


RSVP is required by March 27th, 2019.

Wednesday Sessions: 10:00 a.m. to 1:00 p.m. or 2:00 p.m. to 4:00 p.m. - Saturday Session: 10:00 a.m. to 1:00 p.m.

Cochise College Community Room - See map below

Saturday, June 15th, 2019 & Thursday, June 27th, 2019

What is an EPRW?

Saturday Session: 10:00 a.m. to 1:00 p.m. - Thursday Session: 2:00 p.m. to 5:00 p.m.

Cochise College Community Room - See map below

+ Event Details

Saturday, June 15th, 2019 & Thursday, June 27th, 2019

What is an EPRW?

This event is for Blue Group clients and their helpers only. Blue Group clients will receive their invitations in early May.


Join us for a step by step walk through of the information contained in your Estate Planning Review Worksheet. 


RSVP required by May 29, 2019.

Saturday Session: 10:00 a.m. to 1:00 p.m. - Thursday Session: 2:00 p.m. to 5:00 p.m.

Cochise College Community Room - See map below

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Events Map