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Annual Review Workshops


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Current Topic:

Future Planning with Everplans

Many of our clients do not know the hassle and hardship that could befall their loved ones upon their passing. We are offering a NEW program to our clients that will ease the confusion that occurs when determining your final wishes. As an AGT client, this service will be offered at NO COST to you. We encourage you to bring along the future executor of your estate as well as another couple who may benefit from this program.

This presentation will be hosted by Mike Morehouse, our newest AGT employee, and will cover topics such as:

  • What is an Everplan?
  • How can an Everplan help you?
  • How to setup an Everplan
  • Who to inform of your Everplan account and how to grant specific access
  • Benefits of the peace of mind knowing your executor and beneficiaries will know how to access your accounts

Mike will be walking our clients through the entire process to take all of the guess work out of this beneficial tool.

 

To register please give our office a call at: 847-933-9222