What would you tell someone that is considering coming to one of my estate planning seminars about what they can expect from the class?
- I would tell them that if the thought of a Trust crossed their minds, attend. It’s very informative and interactive. Mary Beth & Jesse H – Ankeny, IA
- “I have been in education for 2 years, and Cory I have to tell you, you have a gift for teaching…” – anonymous student
- A well rounded and thorough approach to estate planning to make the process easier for the people you love and leave behind to settle your accounts. Mark and Kristen S – Pleasant Hill, IA
- Going to one of these seminars was way out of the normal for me, but I am so glad I did. It was very informational on the steps of an estate planning. Tina M – Des Moines, IA
- Cory shares the differences between a will and a trust. Janice O – Ankeny, IA
- I knew I wanted a trust, I wanted to see someone who had experience and that would understand my needs. Cory did that. He is not a smoke and mirrors guy. He is the real deal. Carole P – Bondurant, IA
- Cory’s seminar is casual and relaxed but is very informative. It is not a “food catered in” lengthy type of seminar – it is a to the point and transparent seminar without any pressure being put on any attendee. Warren B – Des Moines, IA
- The seminar is well organized and alot of information explains different types of plans you might want. Celeste M – Urbandale, IA
- The class is informative, authentic and puts in perspective the importance of having a will as well as a trust. Jennifer & Joe B – Ankeny, IA
- Casual, straightforward, informative. Tim R – Altoona, IA
- Thanks Cory – made a tough subject enjoyable. Barb C – Ankeny, IA
- Upfront costs and awareness of probate (very clear about how a trust works) illustrations are great. Keith C – Des Moines, IA
- All excellent info to present w/i 60 minutes!! Wonderful job!! Bonnie D – Altoona, IA
- I felt like this was better explained than the trust and will presentation that I watch from <a bank that shall remain nameless> SG
- We appreciate all the info you provided. Glenda and Mark H – Ankeny
- Very informative class. It helped explain how a trust works. Cindy P – Polk City, IA
- Thank you! Very informative & very well presented! Go ISU 🙂 Vicky & Jon R – Des Moines, IA
- Everything. Enjoyed the stories from clients. Haley & Tyler S – Madrid, IA
- Finding that wills are no longer what they seem. Nancy T – Des Moines, IA
- Explanation of terms. Sarah & Eric W – Ankeny, IA
- Why not to put a child on your home deed. Kathy & Brett Wheeler – Des Moines, IA
- What a revocable trust actually is. The I don’t need a whole lot of money to have a trust. Vicki M – Altoona, IA
- Case studies; the information overall was beneficial. AP
- How a trust works to avoid probate. All of it. Theresa and Andy R – Bondurant, IA
- Great job Cory! I like how relaxed the presentation was. I like all the examples. PR – Ankeny, IA
- I don’t trust lawyers, government, or the courts. I was seeking a system that keeps me in the drivers seat. WW
- The entire seminar was very helpful. I feel so much smarter about the topic. Debbie C – Woodward, IA
- You are human combined with knowledge. Joy H – Johnston, IA
- What assets can go into a trust. Also appreciate no sales at this event! Sarah Z – Ankeny, IA
- Very good presentation. Food for thought for now. You are doing a very good thing. Bob & Kathy B – Des Moines, IA
- All of it was very helpful. I liked your magnet/diagram – made it easier to understand. Connie & Bill C – Ankeny, IA
- I learned a lot of things I did not know. Lowell K – Norwalk, IA
- Pour over will & not per capita. Kait K – Johnston, IA
