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.
Upcoming Seminars
FIND A SEMINAR IN YOUR AREA:
Estate Planning Seminar
Area: Waldorf
Date: Tuesday, March 06, 2012
Time: 10:00 AM - 11:30 AM
Location: Hilton Garden Inn Waldorf
Address: 10385 O'Donnell Place, Waldorf, MD 20601
Description
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
Estate Planning Seminar
Area: ANNAPOLIS - Double Tree Hotel Annapolis
Date: Wednesday, March 07, 2012
Time: 10:00 AM - 11:30 AM
Location: Double Tree Hotel Annapolis (formerly Radisson Hotel Annapolis)
Address: 210 Holiday Court
Description
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
Estate Planning Seminar
Area: Chesapeake Beach
Date: Thursday, March 08, 2012
Time: 10:00 AM - 11:30 AM
Location: Rod 'N' Reel Waterfront
Address: 4160 Mears Avenue, Chesapeake Beach, MD 20732
Description
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
Estate Planning Seminar
Area: Bowie
Date: Thursday, March 08, 2012
Time: 07:00 PM - 08:30 PM
Location: BOWIE - Comfort Inn
Address: US 50, US 301 @ MD Rt. 3 - coming off of Rt. 50 turn right at 1st traffic light (you will see an Exxon station to your right) off of Rt. 301. Turn right immediately onto service road that runs parallel with Rt. 301 - continue to end of road which is the Comfort Inn.
Description
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
Estate Planning Seminar
Area: Edgewater
Date: Friday, March 09, 2012
Time: 10:00 AM - 11:30 AM
Location: EDGEWATER - Historic London Town Gardens Pavilion
Address: 839 Londontown Road - take Route 2 South, at Mayo Road, turn left and continue to 2nd traffic light - turn left onto Londontown Road - follow to end - it will curve to left continue through gates through parking lot and turn right at rear of parking lot. Seminar is in the Pavilion.
Description
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
Estate Planning Seminar
Area: Bowie
Date: Saturday, March 10, 2012
Time: 10:00 AM - 11:30 AM
Location: BOWIE - Comfort Inn
Address: US 50, US 301 @ MD Rt. 3 - coming off of Rt. 50 turn right at 1st traffic light (you will see an Exxon station to your right) off of Rt. 301. Turn right immediately onto service road that runs parallel with Rt. 301 - continue to end of road which is the Comfort Inn.
Description
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
