April 2013

FREE
Life Planning
Seminar

The thrust of the seminar is to educate the attendees as to the duties of an executor of an estate and the importance of having your wishes documented and all pertinent documents available.  About 3 years ago Leigh lost 3 very good friends and saw what their widows had to go through to close out their estate.  These were all professional men (Insurance Executive, Lawyer, & Engineer) that thought they were prepared, so Leigh thought "if it's this difficult for those that are prepared, how is it for those that don't have a clue?"  Leigh provides the "Clue" for what's necessary.  He has given this seminar to many groups and has heard horror stories every time, and sharing these experiences seems to help everyone.

 


Free Handouts
What We Offer

During our Seminar we not only share stories, but we also give all attendees two free handouts.  One is a list describing the duties of the Executive of an Estate.  The other handout is a list of all the documents needed by the Executor in order to fulfill his/her duties. The combination of these handouts provide a very thorough road-map of what you need to do in order to insure all your assets are identified, and your wishes are documented.

For those interested in a storage system for all these important documents Life Planning gives all attendees an opportunity to purchase the Life Planning Journal at a discount. The online price through the web site is $75.00 + tax & shipping.  Seminar attendees can order for $50.00 + tax & shipping.
  SCHEDULE A SEMINAR
Journal

Leigh presently has 5 seminars scheduled and 3 pending in Florida (Jupiter & Port St. Lucie area) during April and May. He will be returning to NW Indiana in June and anxious to schedule summer seminars. Service Clubs, Churches, & Financial Planners have been the recipients of most of the seminars, but he is anxious to share this story with any gathering of 6 or more people.


 
Leigh Coburn
 
  219-561-1068

  Email: lifeplanning.us@gmail.com

  Web:   www.lifeplanning.us.com

  Contact us today!
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