Advance Planning Division
Schedule a Qualified Appointment with an Advance Planning Expert
1. Browse Our Team of Specialists
Scroll through our list of licensed agents to find the one that best fits your client’s needs.
If you’re unsure who to book with, please schedule a time with Patty Flores, our Advance Planning Liaison. She will review your case and guide you to the right agent to book with.
2. Select by Specialty
Click on the agent who specializes in the area you need, such as:
• Tax Deferral Strategies
• Agriculture Tax Planning
• Business Succession
• Retirement Income Planning
3. Choose a Date & Time
Select an available time slot that works best for you.
4. Confirm & Submit
Fill out the short form and confirm your booking. You’ll receive a confirmation email and reminder before your appointment.