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遗嘱信托世代财富研讨会内容丰富！问题已现场回答！我非常感谢！我期待着我在我们生命中最重要的时刻的约会！
莫妮克培根
深入了解传统规划流程。制定计划很重要，Wood 机构致力于确保家庭知识渊博并做好准备。
希瑟·尼科尔森
如果您想了解遗产规划，信息非常丰富且必须！我向大家推荐这个！
格兰特·伯利
很好地放在一起，信息量很大，需要更多关于我们文化的信息......
罗恩儿童
Portia Wood 和 Wood Legal 小组提供了许多有用的信息，有关未成年人的遗产规划以及设立信托时应考虑的事项。我可以说这个小组对此充满热情，这表明他们如何回答问题并确保我们理解所涵盖的主题。
沙尼沙利文
监护权网络研讨会提供了有关未成年子女遗产规划的大量信息和讲义。我将参加下一次关于遗产规划的网络研讨会。
水晶牛
GENERATIONAL WEALTH PROTECTION PLANS
Basic
150US$每 1 年Your Generational Wealth Protection Plan- Quarterly Newsletter ($80 Value)
- Docubank Registration: Plan Vault ($105 Value)
- 10% of All Webinars ($240 Value)
- For More Detailed Information See Maintenance Plan PDF
Gold
400US$每 1 年Your Generational Wealth Protection Plan- Quarterly Newsletter ($80 Value)
- Docubank Registration: Plan Vault ($150 Value)
- Questions: No Cost Answers to Questions about your Plan
- Annual Review Meeting: 1 Hour ($750 Value)
- Free Contact Info and Name Change Updates ($150 Value)
- New Asset Titling Advice ($375 Value)
- Friends and Family Discount ($500 Value)
- Pay Less For More: 10% discount on plan design ($200 Value)
- 50% Off 2 Tickets For All Educational Webinars ($900 Value)
- Private Members Only Events
- For More Detailed Information See Maintenance Plan PDF
- 最超值
Platinum
800US$每 1 年Your Generational Wealth Protection Plan- Quarterly Newsletter ($80 Value)
- Docubank Registration: Plan Vault ($150 Value)
- Questions: No Cost Answers to Questions about your Plan
- Annual Review Meeting: See "Team Meeting" ($1500 Value)
- Free Contact Info and Name Change Updates
- New Asset Titling Advice + 15% Funding assist ($500 Value)
- Friends and Family Discounts
- Pay Less for More: 20% Off Design Amendments & Restatements
- Enhanced Funding Assistance ($800 Value)
- Team Meeting: Each year, We Can Meet with Important Advisors
- Free Estate Plan Updates to Non-Dispositive Parts of Plan
- Annual Client Appreciation Treats
- 1% Controlled Settlement Fee: Must still be a Member
- 20% discount on Dispositive Amendments and Restatements
- 2 Free Tickets to All Educational Webinars
- For More Detailed Information See Maintenance Plan PDF
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