Exclusive Asset Alignment Workshop
Learn How to Align Your Assets with Your Estate Plan — the Right Way
DATE & TIME
WEDNESDAY
10:30AM ET
AUGUST 27, 2025
LOCATION
SHEPPARD LAW FIRM LEARNING CENTER
1567 Hayley Ln Ste 205
Fort Myers, FL 33907
RECORDING AVAILABLE
VIEW THIS WORKSHOP ON-DEMAND OR SHARE IT WITH YOUR LOVED ONES
About this Exclusive Client-Only Event
Your estate planning documents are only one part of the process. For your plan to work the way you intend — to avoid probate, minimize delays, and ensure your wishes are carried out — your accounts, property titles, and beneficiary designations must be properly aligned.
That’s where most people run into problems. We’re offering a focused session to help you get this right.
This is a WORKSHOP - Not a Lecture
You’ll gain the knowledge and tools to take the next step in your asset alignment — on your own timeline, with clarity and confidence.
You’ll learn how to:
- Review and categorize your assets correctly
- Spot common titling and beneficiary issues
- Use sample language and forms when working with institutions
- Apply checklists and tools to maintain your plan going forward
While this session won’t cover individual client circumstances, it will give you the framework and examples you need to move your own process forward.