We advise, field questions from clients and structure long-term plans for families every day at work.  Spend time with the group testing your memory and your response time.  This will be an individual challenge.

Your Board has put together some questions to test & expand your knowledge on estate planning.  Instead of our regular format of dinner and a speaker, we’ll have dinner, then a quiz, where your recall and reaction time will let you know where you stand.

• How well do you know estate planning foundations?
• How quickly can you answer questions?
• How did your table share ideas and get to solutions for our hypothetical client situations?

If you’ve attended our previous sessions that have involved quizzes, you’ll remember the friendly competition, and discussion around answer options.  If you haven’t had the opportunity to attend a quiz session yet, it’s a great time to see the group in a louder, faster state.