Life Planning in Changing Times Retreat

Click the "Play" button to the right to watch the "Life Planning in Changing Times Retreat" video. Below we also have the Estate Planning Questionnaire for you to download as well.

Click here to view the Life Planning In Changing Times Agenda for November 12, 2009

Click here to download the Estate Planning worksheet (Requires Microsoft Excel).

Click here to download the questionnaire (PDF Format).

Click here for the Retreat Powerpoint Presentation

Click here for the "Things you Should Know to Plan for Life and Death: The Seven Most Important Estate Planning Questions" video. Presented by Mr. Nick Taylor

Click here for the "Providing for the Education of your Grandchildren" video. Presented by Mr. Bill Lindsay

Click here for the "Considering the Need for Long Term Care" video. Presented by Mr. Mark Prince

Click here for the "Who needs Succession Planning & Why?" video. Presented by Mike McGuire & Mark Bonkiewicz

Click here for the "Mark Prince ACD Presentation on Identity Theft.

Click here for the "Mark Prince ACD Presentation on Beneficiary Planning.

Click here for the "Mike McQuire Organ, Eye & Tissue Donation