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!

2025 Attendance Selection is Not Yet Available.

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

The 2025 Annual Client Family Reunion recording is pending.  It will be available after all AFR sessions have been completed.

Once available, you may 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.