SCHEDULE

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Family Wealth Planning Session — Fee Waived ($750 or $950 Savings)

A Family Wealth Planning Session is $750 if you don't have an existing plan and $950 if you do. However, since you are here, that means you have received an offer for a waiver of our planning session fee or a golden ticket for attending a webinar or seminar. Simply select "reserve without paying" when scheduling. No promo code is needed as we maintain a list of offerees and golden ticket recipients.

The fee will be waived as long as you:

1) cancel or reschedule, if you need to, at least 3 days before your planning session. We understand that things come up, so let us know as soon as you can and we'll work with you, AND

2) complete and submit the pre-appointment worksheet online (we'll make it easy for you) at least 3 days before your appointment so our attorney can understand in advance your family dynamics and the kinds of assets you own so you can receive advice based on your unique situation.

To confirm your commitment to do so, you will be required to input a credit card to reserve one of just 3 Family Wealth Planning Sessions that qualify for a fee waiver each month — others invest $750 or $950 for the opportunity. This is similar to when you reserve a hotel room — your credit card isn't charged, but space is reserved exclusively for you that could have otherwise been offered to someone else. After doing so, up to two hours of our attorney's time, which would normally incur a fee, will be reserved exclusively for you. That's all you need to do to access this valuable planning session without the associated fee. until it is too late to begin the planning process. There is no better day than today.

Note that the appointment times you see in our calendar represent the total number of appointments available including paid appointments. Waived-fee planning sessions are very limited and are offered first come, first served, and once they are taken, we don't add more for the month. However, a paid planning session may still be available.

*If you don't see a time or date that works for you, we recommend reserving an appointment slot as they are limited. Once you're confirmed, send an email with your preferred dates and times to team@keonisouzalaw.com and we'll try our best to accommodate you. Generally, our session days are Wednesdays and Thursdays with the latest appointment being at 3:00 pm as the planning session takes up to 2 hours and our office closes at 5 pm.