BACK TO BASICS

 If this is your year to update your plan (if your trust is dated in a odd numbered year) you will have already received your Estate Planning Review Worksheet and instructions on participating in the Client Update Program this year. The Back to Basics event is primarily for clients who are updating their plans this year. However, if we have enough available seats we welcome any clients to join in on this estate planning “refresher”.

When and Where:

Thursday, August 1 at 6pm

Cain and Cain Office

1770 West Main St. Norman

WHAT IS BACK TO BASICS, AND HOW WILL IT HELP ME PARTICIPATE IN THE CLIENT UPDATE PROGRAM?

Think of Back to Basics as a refresher course for estate planning.  Most of our EPFL members who are eligible for the Client Update Program this year have not needed to review their documents since 2017, when they were either designing their estate plans, or were participating in the Client Update Program that year.   At the Back to Basics event we will refresh your memory on what you learned during the design or latest review of your estate plan.   If you have not completed and returned the Estate Planning Review Worksheet before the Back to Basics event, we encourage you to bring it to the event with you, along with any questions you have.  Many clients have brought their worksheets to this event in the past and where able to complete and return them to us at the end of the meeting.

HOW TO SIGN UP FOR THE EVENT:

In order to prepare for your attendance, we ask that everyone registers for this event in advance.  You may register by any of the following:

Online: www.CainandCainLaw.com/register

Email:  AlanaLessly@CainandCainLaw.com

Phone: 405-364-2246