Annual Client Meeting
May 13, 2023 10:00 AM – 12:00 PM
Northwood Tech and a Remote meeting via Zoom
1019 S. Knowles Ave., New Richmond, WI 54017
To advise current Maintenance Clients on any updates in the law, updates in the Firm and introduce the workshop calendar for the current year.
Please call our office to register for the in-person meeting at Northwood Tech.
OR
Please call our office and let us know what email address you would like the Zoom meeting link sent to.
Nuts & Bolts I – Successor Trustee Training
Sep 20, 2023 6:00 PM – 8:00 PM
Minimum attendance required
Remote meeting via Zoom
This workshop is open to all Maintenance Clients and their helpers. The purpose of this program is to give your helpers a solid foundation of their roles and duties.
Please contact our office for this meeting. This meeting is a Remote meeting via Zoom (if minimum attendance is met) or can be distributed as a recording of a prior meeting.
Nuts & Bolts II – Inheritance Training
Sep 28, 2023 6:00 PM – 8:00 PM
Minimum attendance required
Remote meeting via Zoom
This workshop is open to all Maintenance Clients and their beneficiaries. This workshop will cover how beneficiaries may make the best use of the planning done for their benefit.
Please contact our office for this meeting. This meeting is a Remote meeting via Zoom (if minimum attendance is met) or can be distributed as a recording of a prior meeting.
Client Update Program
This is a program offered to our Maintenance Clients to have their basic documents updated every other year, as long as they remain in the maintenance program. Invitations are mailed out to those due for a Client Update. If you have changes you need to have made, this is a good time to let us know and get those changes taken care of. Please note the changes by email or mail; we need them in writing. Also, you will need to bring your red books to this meeting so we can switch out old documents with the new. If you are married, both spouses must attend as documents will be signed and notarized at that meeting.
Client Update Program – Invitation Only
Aug 16, 2023 1:00 PM – 3:00 PM
The American Legion, Hastings and a Remote meeting via Zoom
50 Sibley Street, Hastings, MN 55033
This program is aimed at keeping the Maintenance Client’s documents current with the changing legal environment. Invitation is on a biannual basis.
Please call our office 715-248-7111, to sign up for the in-person meeting at the Legion or to sign up for the online meeting via Zoom.
Client Update Program – Invitation Only
Aug 18, 2023 10:00 AM – 12:00 PM
Northwood Tech and a Remote meeting via Zoom
1019 S Knowles Ave. New Richmond WI 54017
This program is aimed at keeping the Maintenance Client’s documents current with the changing legal environment. Invitation is on a biannual basis.
Please call our office 715-248-7111, to sign up for the in-person meeting at Northwood Tech or to sign up for the online meeting via Zoom.