Client Privileges

We continue to find ways to bring value-added features to our retainer clients. In addition to our legal and consulting services provided under the retainer, our retainer clients receive the following privileges:


1. All services are provided for one monthly fee.
2. Access to our standard agreements, policies, PowerPoint presentations and other valuable information in a password protected ares on this website
3. Customization of the documents to meet your needs
4. Access to all the web presentations on this website, subject to reimbursement of the costs of connection.
5. Admission to the Credit Union Cafe networking meeting.
6. Broadcast emails on topics of interest.
7. Monthly client open forum conference calls to network on issues of interest .


The amount of the retainer varies with the level of legal services the client requires. If you have an interest in discussing a retainer relationship, please contact Guy Messick or Katherine Weber, 610-891-9000.