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:


Living Trust Seminar - Port St. Lucie

Area: East Lake Professional Center - Port St. Lucie
Date: Tuesday, February 21, 2012
Time: 02:00 PM - 04:00 PM
Location: Port St. Lucie 2:00 pm
Address:

East Lake Professional Center - Port St. Lucie  --  2100 SE Hillmoor Drive, Suite 105  -- Seminar starts promptly at 2:00 pm (seating is limited)

Description

Transfer your Estate to Your Family Quickly -- Without Probate fees & Minimium Estate Taxes

We will discuss how a Living Trust ensures that you can:

*       PRESERVE your legacy, values, family heirlooms for future generations!

*       PROTECT your child's inheritance in case of their own divorce!

*       SAFEGUARD your estate for your kids if your surviving spouse remarries.

*       AVOID probate delays and expenses!

Register for This Seminar




Living Trust Seminare - Port St. Lucie

Area: East Lake Professional Center - Port St. Lucie
Date: Wednesday, February 22, 2012
Time: 10:00 AM - 12:00 PM
Location: Port St. Lucie 10:00 am
Address: East Lake Professional Center - Port St. Lucie -- 2100 SE Hillmoor Drive, Suite 105 -- Seminar starts promptly at 10:00 am (seating is limited)

Description

Transfer your Estate to Your Family Quickly -- Without Probate fees & Minimium Estate Taxes

We will discuss how a Living Trust ensures that you can:

*       PRESERVE your legacy, values, family heirlooms for future generations!

*       PROTECT your child's inheritance in case of their own divorce!

*       SAFEGUARD your estate for your kids if your surviving spouse remarries.

*       AVOID probate delays and expenses!

Register for This Seminar




Living Trust Seminar - Vero Beach

Area: Vero Beach Main Library
Date: Wednesday, February 22, 2012
Time: 02:00 PM - 04:00 PM
Location: Vero Beach
Address: Vero Beach Main Library -- 1600 21st Street -- Seminar starts promptly at 2:00 pm

Description

Transfer your Estate to Your Family Quickly -- Without Probate fees & Minimium Estate Taxes

We will discuss how a Living Trust ensures that you can:

*       PRESERVE your legacy, values, family heirlooms for future generations!

*       PROTECT your child's inheritance in case of their own divorce!

*       SAFEGUARD your estate for your kids if your surviving spouse remarries.

*       AVOID probate delays and expenses!

Register for This Seminar