Webinars

I’ve designed a series of webinars and ‘ask-me-anything’ sessions that will provide you with accessible advice on how to build your program.

Note: All classes will take place Wednesdays at 3 p.m. ET.

We’ll use the following link for each class: https://us02web.zoom.us/j/6462565494

February

Kickoff Call

Webinar

Why Start With Bequests — February 16, at 3 p.m. ET

Webinars

Ask Me Anything Session

Ask Me Anything — March 16, at 3 p.m. ET

Webinar
Tier II Prospect Identification — April 6, at 3 p.m. ET

Ask Me Anything Session

Ask Me Anything — April 20, at 3 p.m. ET

Webinars

Probate & Your Role In It — May 11, at 3 p.m. ET

Webinars

Beyond Bequests I — June 8, at 3 p.m. ET

Webinars

Beyond Bequests II — July 6, at 3 p.m. ET

Beyond Bequests III — 3 Killer Apps with Steve Meyers — July 13, at 3 p.m. ET

Note: I’ll share links to upcoming webinars to this page each month and will archive the recordings so you can view them on demand.