Family Education Programs: Nuts 'N Bolts

The LifeSpan Family Education Program™ is a Nuts 'N Bolts Approach to estate plans that WORK!

These are some of our “optional” programs we offer. All LifeSpan™ clients are encouraged to bring your family from time to time. There is no “minimum” requirement, like once per year, or every other year. But these are very important! If you want your plan to work, your family should attend as soon as they can, then repeat attendance a few years down the road.

It’s just that simple: the more they know and understand, the more smoothly your plan will work.

Another way of thinking about it is this: the Nuts ‘N Bolts workshops are here to help your family be prepared and have an understanding of what you are doing for them, so they’ll be ready to take full advantage of it!

Learning from ourLifeSpan™experience with Family Education, we have offered a variety of workshops, targeted more toward specific areas of need and interest. Nuts ‘N Bolts 1, Nuts ‘N Blots 2, etc. Then in 2008 we rolled out a very fast-paced, comprehensive overview of the planning and estate settlement process, covering much of the material from FOUR different previous workshops. Appropriately, we called it our “Mixed Nuts” program! It got rave reviews, so for anyone who didn’t attend in 2008, watch for your opportunity to catch up by attending “Mixed Nuts” in 2009!

 The “Mixed Nuts” program dates will be announced at the Annual Family Reunion

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