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!

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.