We had such a wonderful time at our Client Appreciation Event on September 12th! It was a joy to gather with so many of our amazing clients and celebrate the relationships we’ve built together. Thank you to everyone who joined us—you made the afternoon special. Enjoy the gallery of photos below!
Guests enjoyed a scavenger hunt (congratulations to our winner!) and a meaningful letter-writing station, where participants wrote notes to their future selves to be mailed back in three years. It was inspiring to see everyone reflecting on their goals, dreams, and the legacies they want to create for their families.
This event also marked the official launch of our brand-new membership program: The Umbrella Club! The Umbrella Club is designed to give our clients ongoing support, with annual plan reviews, quarterly check-ins, discounts for family members, and exclusive events. It’s a way to ensure your estate plan doesn’t just sit on a shelf but stays up to date as your life changes.
If you’d like to learn more about joining the Umbrella Club and securing long-term peace of mind for your family, we’d love to share the details with you. Please visit our membership information page or contact us.
