Engage

Our professionals are here to serve your needs. With each workshop registered attendees may schedule one on one time with attorney Laura Mathews and Chartered Special Needs Consultant Emily Patton, enabling you to drill down on your unique family circumstances. This fantastic opportunity will provide you with clarity on your questions and assist you in filling any gaps you may have.

Sign up during your workshop to take advantage of these fantastic services at no additional charge:

  • Up to a 2 Hour one on one legal review scheduled during your workshop

    • Completion of a parental delegation in your legal review

  • Up to 4 hours of financial consultation with Chartered Special Needs Consultant scheduled during your workshop

    • 2 – 2 hour sessions

  • Courtesy wealth management review as a part of your financial consultation

  • Courtesy insurance review as a part of your financial consultation

Services you may choose to engage in after your personal reviews have been completed at discounted rates:

  • Completion of Legal Documents

  • Amendments to Legal Documents

  • Comprehensive Financial Planning