F.A.M.E. Event at Walton’s Funeral & Cremations

/ By: Tami White

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Our F.A.M.E. (Free Amendments, Maintenance, & Education) members enjoyed an afternoon of informative information about the importance of your end of life preparation. While a difficult and sobering topic, Rick and Eric of Walton’s Funeral...

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2016 Client Appreciation Event

/ By: Tami White

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Thank you to all of our clients over the years. Many could not make the event due to wind, weather, and fires throughout the area that day so enjoy a few pictures. Our keynote speaker,...

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2014 Client Appreciation Event

/ By: Bryce L. Rader, Estate Planning Attorney

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 AD&R Annual Client Appreciation Event~ October 17, 2104 ~Wow…what an event! Great job! ~Always informative, well organized and appreciated. ~The client appreciation meeting was beautifully organized and informative. We enjoyed the Welk Family Foundation presentation....

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2013 Annual Client Appreciation Event

/ By: Bryce L. Rader, Estate Planning Attorney

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On October 18, 2013 we celebrated with 400 of our clients and gave educational power points on what’s new in Estate Planning. We appreciate our clients and raffled away amazing gifts! We enjoyed live music...

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Client Event PowerPoint Slides Available!

/ By: Gerald M. Dorn, Estate Planning Attorney

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Click the link to bring up the PDF of the Attorney’s presentations from our 9.28.2012 Event https://www.wealth-counselors.com/files/Client_Appreciation_2012.pdf

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Our New Website is Live!

/ By: Gerald M. Dorn, Estate Planning Attorney

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Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family's and client’s future. With that purpose, we are pleased to announce the...

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