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Let’s Do an End of Year Planning Checklist

As the new year approaches, and after we enjoy Thanksgiving, most of us think about our families and protective planning.

Join us for this webinar to review the planning steps everyone should have in place. We will review the core documents, the key issues to address in your planning documents, and the highest priority planning issues to address in early 2026.

Michael Gilfix and Mark Gilfix will present this timely webinar as we and our 400+ POM members join us for a celebratory webinar.

Date: Tuesday, December 16, 2025

Time: 2:00 PM

Register Here! 


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