Annual Family Reunion (AFR)

AFR Attendance Selection Form

Updated January of each year.

Remember, until your renewal payment is made, you are on the wait list. Pay promptly to ensure you have your first preference!

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.

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!

The recorded AFR sessions will be available at the end of February.  Check back for when this message says the video is available.