Annual Family Reunion (AFR)
Asset Review Report (ARR) Tutorial
Walk through the process of marking up your ARR to return to the law firm by watching us markup Bill Sample’s ARR and listen to the commentary on the process to gain greater insight.
Red Check Review
Click the button below to watch a quick video as a friendly reminder when sending in documents for Red Check Review.
Recorded AFR Session
Available after all AFR sessions have been completed each year.
The current Annual Client Family Reunion recording is available to view here. Watch the recording and upload your documents to the portal. Or, watch as review!
Click on the button that matches the dot on your Operator’s Manual (black book) for the appropriate content for you.
The 2024 Annual Client Family Reunion recorded sessions are now available. For those who did not attend a live in person or Zoom AFR session, please watch the video and upload or send us your initialed and signed homework. Once that is completed, we will mark you as attended. Feel free to watch the session as a refresher for those that already attended in person or via Zoom.