mickeyd
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
After receiving dozens of invitations to various dinners/seminar over the last several years, I finally took one up on their offer and I attended it last night. I will admit in advance that I had 2 objectives 1. Quell my curiosity about how these things worked (how the presenting organization made $$$) and 2. Eat a free dinner.
A brief summary:
Estate Planning Seminar 9/20/06
Power Point (PP) presentation led the approximately 40 attendees to consider buying an Equity-Indexed Annuity, Long Term Care policy (presented by insurance agent), and Revocable Living Trust (presented by a lawyer). 4PM-6PM. Dinner served after seminar. The affair was held at an up-scale Mexican cafe and the family-style fajita dinner was top shelf.
Each got a packet with PP slides, “Workshop Evaluation” form, CV of lawyer, copy of Dallas News article (Medicare l-t care), pamphlet re: National Ethics Bureau
Each was asked to complete the “evaluation” form and turn it in with what subjects they wanted more info on and for the “free” appointment. I did not complete
Cost of Living Trust =$2000.
They presented some good general information ideas regading Estate planning and income preservation etc.
I expect to get a follow-up call even though I did not indicate any need for their services.
I have recently signed up for 2 more seminars. I'll let you know how they differ from this one.
A brief summary:
Estate Planning Seminar 9/20/06
Power Point (PP) presentation led the approximately 40 attendees to consider buying an Equity-Indexed Annuity, Long Term Care policy (presented by insurance agent), and Revocable Living Trust (presented by a lawyer). 4PM-6PM. Dinner served after seminar. The affair was held at an up-scale Mexican cafe and the family-style fajita dinner was top shelf.
Each got a packet with PP slides, “Workshop Evaluation” form, CV of lawyer, copy of Dallas News article (Medicare l-t care), pamphlet re: National Ethics Bureau
Each was asked to complete the “evaluation” form and turn it in with what subjects they wanted more info on and for the “free” appointment. I did not complete
Cost of Living Trust =$2000.
They presented some good general information ideas regading Estate planning and income preservation etc.
I expect to get a follow-up call even though I did not indicate any need for their services.
I have recently signed up for 2 more seminars. I'll let you know how they differ from this one.