THIS EVENT IS FREE AND YOU WILL NOT BE ASKED TO PURCHASE ANYTHING
Enjoy a complimentary dinner by joining estate planning attorney Ali Reno, of Mason Law & Planning Group, as she walks you through her proven approach to estate planning.
THURSDAY,
December 5th, 2024
6:00 pm-8:00 pm
Location:
Hacienda Colorado
5246 N Nevada Ave, Colorado Springs, CO 80918
Is this date not convenient? Email:
events@mlapg.com We will make sure you are invited to our next event.
Overview
At this complimentary dinner seminar, estate attorney Ali Reno will provide you with actionable information that you can use for your personal estate planning.
Homeowners, business owners, and anyone with assets owe it to themselves, and their family, to get honest facts on proper estate planning.
Many past attendees that already had a simple Will were astonished to learn that they were not as protected as they thought. Ali Reno's Estate Planning Workshop will educate you on the legal and practical steps you should take to protect your assets, your wishes, and the people that you love.
Ali takes a common sense approach to teach you what you need to know without boring you with legalese.
You will learn how to...
Name a guardian for a minor child or grandchild- Avoid a long and expensive court process known as probate
- Make your medical wishes known and ensure they are honored
- Make sure the money you leave behind would be immediately and privately available to your family
- Protect your spouse and children’s inheritance from creditors, predators, future divorces, and lawsuits
- Leave behind more than just money and homes, but pass on a legacy
This is not some boring classroom setting where most struggle to retain the information. Ali uses real-life cases and examples of some of the hundreds of families she helps each year. All attendees will be able to relate to the subject matter presented.
CAUTION: TAKE CARE WITH THESE THREE DOCUMENTS OR YOUR ESTATE PLAN COULD BE IN JEOPARDY
By attending this complimentary dinner seminar, estate attorney Ali Reno will have you clearly understand the importance of these documents and what they mean. You should never sign any of these documents until you have had a chance for Ali to show you how they impact your estate. You will also learn how to amend them if you have already signed any of these docs.
DOCUMENT #1
General Durable Power of Attorney
DOCUMENT #2
Healthcare Power of Attorney
DOCUMENT #3
HIPAA Authorization
YOU MAY BE WONDERING (FAQs)
-> How long is Ali Reno's Estate Planning Dinner Seminar?
This dinner seminar usually runs 60-90 minutes and is presented while you are having dinner.
-> Does this cost me anything to attend?
No, this event is complimentary and includes dinner. You will not be asked to buy anything at this event.
-> What does it cost me to hire Mason Law to do my estate plan?
Well, that varies based on the complexities of your situation. Unlike other estate planning attorneys who charge $350-$450 per hour, we charge a flat fee. We provide a complimentary initial consultation and then will provide you with a flat fee quote to prepare your estate plan.
-> What if I already have an estate plan?
Many people who attend our workshops already have some type of estate planning in place. They should use our dinner seminar as an opportunity to re-evaluate their choices or to feel more confident that their existing plan will fully protect them.
-> What's the catch?
You might be wondering why we do these types of events. Especially pay for dinners. Honestly, it's a numbers game. We know that some attendees are DIY types or have an estate plan in place and are just using us for comparisons. However, a certain percentage of attendees will decide that their estate planning is too important to try to do themselves and will end up hiring us. That is why we do these events.
Ali Reno's Estate Planning Dinner is ideal for any adult to attend, whether you’re married, single, elderly, wealthy, disabled, parents, or grandparents. We even suggest you bring your adult heirs.
If you are married, we recommend that you both attend as she’ll be covering information that will pertain to both of you.
LEARN HOW TO PROTECT YOUR ASSETS, YOUR WISHES AND THE PEOPLE THAT YOU LOVE
MEET YOUR HOSTS AND TRUSTED ADVISORS
ALI RENO, ESQ
Ali joined the Mason Law team in 2024 as an associate attorney. Born and raised in the city of Grand Rapids, Michigan, she later relocated to pursue her higher education. Her academic journey led her to North Carolina, where she attended Elon University School of Law and earned her Juris Doctorate. Ali thrives on interacting and advising clients and is most excited about drafting estate plans that best suit clients’ needs. Outside of work, she enjoys reading, listening to podcasts, baking, and spending time outdoors.
DOREEN MERZ, CPA
Doreen is a distinguished Certified Public Accountant (CPA) at SKR+CO, bringing over two decades of public accounting experience to her role. Armed with a B.A. in Accounting from the University of Northern Iowa and a Not-for-profit certificate from the American Institute of Certified Public Accountants (AICPA), she has worked extensively with diverse clients including syndicated real estate partnerships, multi-fund investment partnerships, multistate corporate entities, small businesses, non-profits, private foundations, and individuals. As an active community member, Doreen is part of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA), and the Colorado Springs chapter of Kingdom Advisors. Outside of her professional life, she enjoys mountain biking and walking her dog, embodying a balance between her career and personal interests.
Feedback from past attendees...
"I went to Paul's workshop, and I was blown away how much information he covered. When my wife signed us up, I figured I would be bored to death. He is a great speaker. Providing dinner was a big bonus too."
A.J.
Monument, Colorado
"This was surprisingly informative. We walked away understanding more of what we need to do to care for our son with special needs, as well as the rest of our loved ones."
Anne & Todd
Colorado Springs, Colorado
"I am a 45-year-old business owner with 2 kids and have known for years that I was supposed to be getting my estate in order. This dinner workshop got me off my butt, and now I have a general understanding of what my next steps are. Thanks."
Karen
Colorado Springs, Colorado
A COMPLIMENTARY ESTATE PLANNING DINNER SEMINAR
Mason Law & Planning Group - All rights reserved.