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

Saturday, October 26th, 2019

Client Update Program - Joint Session

9:00 a.m. - - - 1:00 p.m.

Cochise College Community Room - See map below

+ Event Details

Saturday, October 26th, 2019

Client Update Program - Joint Session

This event is for members of the Blue Group only. This session is for both single and married clients.


Our program offered to maintenance clients to keep them informed and their documents up to date.


RSVP required by October 11, 2019.

9:00 a.m. - - - 1:00 p.m.

Cochise College Community Room - See map below

Tuesday, October 29th, 2019

Client Update Program - Married Session

2:00 p.m. - - - 5:00 p.m.

Cochise College Community Room - See map below

+ Event Details

Tuesday, October 29th, 2019

Client Update Program - Married Session

This event is for members of the Blue Group only. This session is for married clients.


Our program offered to maintenance clients to keep them informed and their documents up to date.


RSVP required by October 14, 2019.

2:00 p.m. - - - 5:00 p.m.

Cochise College Community Room - See map below

Wednesday, October 30th, 2019

Client Update Program - Single Session

9:00 a.m. - - - 1:00 p.m.

Cochise College Community Room - See map below

+ Event Details

Wednesday, October 30th, 2019

Client Update Program - Single Session

This event is for members of the Blue Group only. This session is for single  clients.


Our program offered to maintenance clients to keep them informed and their documents up to date.


RSVP required by October 15, 2019.

9:00 a.m. - - - 1:00 p.m.

Cochise College Community Room - See map below

More Events

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Events Map