FOR MASTERCLASS GRADUATES
Request your Family Wealth Planning Session.
The Family Wealth Planning Session is the private, 1-on-1 design meeting with your attorney where your plan and the people in it are decided. It is free for Masterclass graduates who completed the class within the last 14 days. Tell us how to reach you and a member of our client services team will call to schedule it.Tell us how to reach you, then pick the office and time that work for you.
STEP 1 OF 2
Tell us how to reach you
We will call you to find a time that works, in person at our Weddington or Monroe office or by video call.
Confirm your details first. On the next step you choose our Weddington office, our Monroe office or a video call and pick a time.
We filled in your details from your Masterclass registration. Check them, then press the button.
STEP 2 OF 2
Pick your session
Request received. Choose where you would like to meet, then pick a time that works for you and your spouse or partner.
Where would you like to meet?