EDUCATIONAL BRIEFINGS
KNOWLEDGE TODAY. CONFIDENCE TOMORROW.
Education first. Strategy second. Implementation when appropriate.
Our briefings are designed to help you understand what matters most—so you can make informed decisions with clarity and confidence.
Expert Guidance
Timely insights on estate, retirement and financial integration.
Objective Education
We explain your options clearly without product bias.
Practical Takeaways
Actionable knowledge you can apply to your planning journey.
EDUCATIONAL BRIEFINGS VIDEOS
ESTATE PLANNING ESSENTAILS
INTEGRATING ESTATE & FINANCIAL PLANNING
LEGAL & WEALTH TRANSFERS STRATEGIES
BUSINESS SUCCESSION PLANNING
Videos are provided to individual seeking a more coordinated and education first-planning experience
PLANNING INVESTMENT OPTION
PLANNING LEVEL
FOCUS
IDEAL
PLANNING INVESTMENT
FOUNDATION PLANNING
Essential estate documents and basic planning protection
Individuals or couples beginning their planning journey
Structured Based On Scope
COORDINATED PLANNING
Integration of estate and retirement strategies
Those with moderate complexity or important planning updates
$8,000 – $12,000
LEGACY PLANNING
Legacy preservation, tax strategies and wealth transfer
High-net-worth families or business owners
Custom
BUSINESS SUCCESSION PLANNING
Integration of estate and retirement strategies
Business owners planning for succession or retirement
Custom
Investments reflect the professional time and coordination required.
THESE BRIEFINGS ARE NOT PUBLICLY DISTRIBUTED.
They are provided to individuals who are:
- Exploring estate or retirement planning seriously
- Open to a structured, coordinated planning process
- Interested in understanding — not just purchasing
TO REQUEST ACCESS
You may begin with a brief qualification step:
Access to the Private Client Briefings is typically provided following completion.
RESOURCES YOU CAN TRUST
We provide education to help you make informed decisions and plan intentionally for your future and your family.
Explore our library of articles, guides and tools—created to educate and plan intentionally.
"IS ERPPE RIGHT FOR YOU?” ASSESSMENT
You will receive a curated set of briefing videos
- Estate Planning & Asset Protection
- Retirement Income & Distribution Planning
- Coordinating Both Estate & Retirement Planning
- Business Succession or Legacy Planning
- I'm Not Sure Yet
Do you currently have estate planning documents in plac
- Yes — fully updated
- Yes — but they may need review
- No — not yet
- I'm unsure what I currently have
Which statement best describes your planning approach?
- I want basic protection in place
- I want better coordination and clarity
- I want long-term legacy and wealth preservation planning
- I want guidance before making major decisions
What are you most interested in learning more about?
- Avoiding Probate & Protecting Family
- Retirement Income Sustainability
- Tax-Efficient Wealth Transfer
- Integrated Estate + Retirement Planning
Once access is granted
Have your retirement accounts, beneficiaries, or financial assets been reviewed together with your estate plan?
- Yes — recently coordinated
- Somewhat — but not comprehensive
- No — they have never been reviewed together
- 'm not sure
REQUEST YOUR ASSESSMENT RESULTS
Complete the information below to receive your ERPFE Assessment Summary and next-step guidance.
CONTACT INFORMATION
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