We’ve got a lot of exciting things going on at The Ultimate Estate Planner, Inc.

First, we are excited to welcome Melissa Towle to our team.  She started with us on August 11th and will be helping us out with receptionist duties, order fulfillment, customer service, teleconference administration, and much more.  We are happy to have her with us!

One of Melissa’s major roles for us for the next few months is to help cover the duties of our Director of Operations, Megan DeLaGarza, while she is out on maternity leave.  Megan’s last day is today, August 12th.  All of us want to wish Megan and her husband, AJ, the best of luck and congratulations!  We can’t wait to meet Baby Luca!  Many thoughts, prayers, and love your way!  #lucaknowsheart #♥

As you can imagine, this is period of transition and change for all of us—especially when we have so much going on with the new website, new speakers, two upcoming Ultimate Level programs in Dallas and Orlando, and much more!  We appreciate your patience and assistance during this time and intend to continue maintain the same level of quality and customer service.