SEMINARS

If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.

To see what seminar topics we present on a regular basis, please review our Speaker Connection page.


 Estate Planning Seminars Long Term Health Care
 Client Seminars Legacy Wealth Planning Seminars

Upcoming Seminars

FIND A SEMINAR IN YOUR AREA:


Estate Planning Seminar

Date: Thursday, September 09, 2010
Time: 09:30 AM - 11:00 AM
Location:
Address:

Description


Do you have an Estate Plan?   The Problem with NOT planning is... When you die without a proper plan in place, you leave your family with unneeded confusion at a difficult time.

5 things we hear that are concerns regarding estate planning:
1.  Avoid unnecessary taxes;
2.  Eliminate the risk of going broke from long-term care expenses;
3.  Protection for family and wealth from predators and creditors;
4.  Spouse and/or kids being taken advantage of;
5.  Passing on wisdom, values and life lessons to generations that follow.

 

Attend our Estate Planning Seminar and find out about:
Wills; Living Trusts; Probate and Disability.
ALSO - come and  learn about the NEW Trust Code...How does it affect your Trust?


Our seminars are said to be "informative and easy to understand"
CALL 783-4575 or reserve your seats online today!

Register for This Seminar




Estate Planning Seminar

Date: Thursday, September 09, 2010
Time: 06:30 PM - 08:00 PM
Location:
Address:

Description


Do you have an Estate Plan?   The Problem with NOT planning is... When you die without a proper plan in place, you leave your family with unneeded confusion at a difficult time.

5 things we hear that are concerns regarding estate planning:
1.  Avoid unnecessary taxes;
2.  Eliminate the risk of going broke from long-term care expenses;
3.  Protection for family and wealth from predators and creditors;
4.  Spouse and/or kids being taken advantage of;
5.  Passing on wisdom, values and life lessons to generations that follow.

 

Attend our Estate Planning Seminar and find out about:
Wills; Living Trusts; Probate and Disability.
ALSO - come and  learn about the NEW Trust Code...How does it affect your Trust?


Our seminars are said to be "informative and easy to understand"
CALL 783-4575 or reserve your seats online today!

Register for This Seminar