Please choose a time to meet with Gary
Before the consultation
We will email you a confidential form for you to complete online to help Gary better understand your situation.
What do I need to bring to the consultation? (Well, not much)
- Bring your spouse (if you have one)
- If you have a trust, bring that too (but if you can't find it, don't worry about it)
That's all I need to bring? Yep!
During the consultation, Gary will:
- Start by answering your questions
- Next he will have simple questions to help him understand your current situation and your goals
- Then he can recommend how to best protect you, your family, and your money!
Scroll down to see more dates.
This is our special webinar calendar. We have made as many time slots available for you as possible. The consultation usually lasts from 30-45 minutes. Please choose a date and time, below.
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