Robert W. Melick joins us for our February Education Series

As an attorney, I’ve learned that running a successful firm isn’t just about legal expertise—it’s about having an incredible team. And I’m lucky to have two of the best in the business: Stacy and Shannon. These outstanding paralegals are the backbone of my estate planning practice, assisting in drafting essential documents and ensuring everything runs smoothly. They’ve become quite the estate planning pros over the years, but here’s the real question: Are you smarter than a paralegal?

You may recall the hit quiz show Are You Smarter Than a 5th Grader?, where contestants were put to the test against elementary school students. Well, we’re bringing that same spirit of fun and friendly competition to estate planning! Join us for a special event: “Are You Smarter Than a Paralegal?”

What to Expect

• A Live Studio Audience Experience – Be part of the action as we put estate planning knowledge to the test in a lively, engaging format.

• Head-to-Head Trivia – We’ll select two or three participants from the audience to compete in a friendly estate planning showdown.

• Paralegal Power! – Don’t worry, you won’t be on your own. Stacy and Shannon will be on hand to lend their expertise if you get stuck!

• Fun, Learning & Prizes – Whether you’re a seasoned planner or just starting to think about your estate, you’ll walk away with valuable insights—and maybe even some bragging rights!

Estate planning is often overlooked until it’s too late, but understanding the basics can make all the difference for you and your loved ones. This event is designed to educate, entertain, and demystify the estate planning process in a way that’s engaging and interactive.

So, do you have what it takes to outsmart my paralegals? There’s only one way to find out! View the presentation above.

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.