The members of the Preferred Client Maintenance Program at The Dean Law have special access to educational seminars throughout the year. Other benefits include an Annual Client Meeting to review estate plan, telephone access throughout the year to assist with trust administration and funding questions, assistance with funding your trust when you buy and sell assets, and Family Education Programs for trustees and other fiduciaries. For further information regarding our Preferred Client Maintenance Program, please call us at 281-277-3326 (DEAN).
Taking Care of You
Saturday, June 1, 2024
Located at:
June date TBD
Learn about low impact ways to stay mobile. Julia will also discuss the importance of your legal medical documents and Legal Vault. Don’t forget Legal Vault is included in PCMP. This will be at the Sugar Land Senior Center. RSVP by calling (281) 277-3326 and to get additional details.
*Dates and locations are subject to change. Please call the office to confirm
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How to Avoid Financial Predators:
Saturday, September 14, 2024
Located at:
A panel discussion with a local bank, a financial advisor, and our attorney will be on hand to share tips and answer questions on how to avoid fraud and ended up a victim.
*Dates and locations are subject to change. Please call the office to confirm
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Build Wealth with Insurance
Saturday, September 21, 2024
Located at:
Julia and Insurance professional will discuss ways to build wealth while protecting it through your estate plan. RSVP by calling (281) 277-3326
*Dates and locations are subject to change. Please call the office to confirm
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Brunch seminar on How to Protect Your Assets!
Saturday, November 9, 2024
Located at:
Julia will discuss legal ways to protect your assets from a potential lawsuit, divorce, or other litigation. RSVP by calling (281) 277-3326 and to get additional details about the location and time.
*Dates and locations are subject to change. Please call the office to confirm
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