YOU’RE REGISTERED

Your Masterclass is ready.

Set aside about 90 minutes. If you’re married, watch together. We have also emailed you a link so you can come back any time.

WATCH NOW

Start the Estate Planning Masterclass

WEBINARGEEK EMBED GOES HERE

On-demand Masterclass room (embed), or remove this block and use the button below with the on-demand link.

Runs about 90 minutes. You can pause and come back; your link stays active.

Before you press play

Get your spouse. The class walks through decisions you will make together. It goes faster when you both hear it once.
Have a rough picture of your assets. Home, retirement accounts, life insurance, savings. Approximate is fine; it makes the Scenario Calculator useful.
Write down your questions. When you finish, you can send them to us or bring them to your planning session.

AFTER THE CLASS

Finished the Masterclass? Request your Family Wealth Planning Session.

The Family Wealth Planning Session is a free, 1-on-1, 90-minute design meeting with your attorney. It is available to Masterclass graduates who completed the class within the last 14 days, so once you finish, request your call.

Request a Call

Questions? Call 704-288-4700 or email clientservices@setzerlaw.com.