SEMINARS

Estate Planning Seminars	CE Seminars
Client Seminars	Legacy Wealth Planning Seminars
Teleseminars

Upcoming Seminars

FIND A SEMINAR IN YOUR AREA: SHOW ALL Bath, New York Bath, New York Canandaigua, New York Clifton Springs, New York Corning, New York Farmington, New York Geneseo, New York Geneva, New York Henrietta, New York Hornell, New York Keuka Park, New York Naples, New York Newark, New York Painted Post, New York Penn Yan, New York Pittsford, New York Rochester, New York Victor, New York Waterloo, New York Watkins Glen, New York Webster, New York

Client Tele-seminar

Area: Naples, New York
Date: Thursday, March 25, 2010
Time: 10:00 AM - 11:00 AM
Location: Law Office of Michael Robinson, P.C.
Address:

196 North Main Street
Naples, NY  14512

 

Description

Join us for our new monthly Tele-seminars!

 

 

On the 4^th Thursday of each month at 10:00 a.m., we will present for our clients and their guests a timely and informative discussion of issues relevant to your estate and financial plans, and to your life in general.

 

The topic of our Tele-seminar on Thursday, March 25 at 10:00 a.m. is Protecting Assets from Long Term Care Costs.  On this call Michael Robinson will discuss the constantly changing laws and strategies in this area, including:

 

·       What options are available to pay for long term care

·       Current rules regarding asset transfers and Medicaid eligibility

·       Strategies available for protecting assets

·       Special benefits available for veterans and their spouses

 

 

All Tele-seminars are absolutely free to our clients and their guests.  When you register you will receive a telephone number and a guest code to enter.  Calls are limited to 125 people, so register early to ensure your place.

 

We are excited about presenting these Tele-seminars as a continuing service to our clients and their families.  Future calls will feature health and lifestyle issues in addition to estate and financial planning issues.  If there is a topic you would like to hear discussed, let us

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Legacy Wealth Planning Seminar

Area: Canandaigua, New York
Date: Saturday, April 17, 2010
Time: 10:00 AM - 12:00 PM
Location: Canandaigua Inn on the Lake
Address:

770 South Main Street, Canandaigua, NY  14424

From the East: Take the NYS Thruway westbound and exit at #44 (Canandaigua/Farmington). Take Rt. 332 South. The Inn is approximately 9 miles from the Thruway. After entering the city of Canandaigua, continue through the intersection of Rt. 5 & 20. The Inn is on the right, just past the State Marina.
From the West: Take the NYS Thruway eastbound and exit at #44 (Canandaigua/Farmington). Take Rt. 332 South. The Inn is approximately 9 miles from the Thruway. After entering the city of Canandaigua, continue through the intersection of Rt. 5 & 20. The Inn is on the right, just past the State Marina.
From the South: Take Rt. 86 West to 390 North and exit at #2 (Cohocton). Take Rt. 371 North to Rt. 21 North. Turn right at the intersection of Rt. 5 & 20 East. Turn right onto Rt. 332/South Main Street. The Inn is on the right, just past the State Marina.

Description

The seminar is FREE, but reservations are required.  Thank you.

THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.

In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:

1. Protect material wealth from Probate and taxes
2. Transfer estate to beneficiaries

In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…

1. Disability for either spouse - long nursing home stays can be financially devastating
2. Your surviving spouse re-marries, has creditor problems or has an accident and is sued
3. Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
4. Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?

Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!

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Legacy Wealth Planning Seminar

Area: Canandaigua, New York
Date: Tuesday, April 20, 2010
Time: 07:00 PM - 09:00 PM
Location: Canandaigua Inn on the Lake
Address:

770 South Main Street, Canandaigua, NY  14424

From the East: Take the NYS Thruway westbound and exit at #44 (Canandaigua/Farmington). Take Rt. 332 South. The Inn is approximately 9 miles from the Thruway. After entering the city of Canandaigua, continue through the intersection of Rt. 5 & 20. The Inn is on the right, just past the State Marina.
From the West: Take the NYS Thruway eastbound and exit at #44 (Canandaigua/Farmington). Take Rt. 332 South. The Inn is approximately 9 miles from the Thruway. After entering the city of Canandaigua, continue through the intersection of Rt. 5 & 20. The Inn is on the right, just past the State Marina.
From the South: Take Rt. 86 West to 390 North and exit at #2 (Cohocton). Take Rt. 371 North to Rt. 21 North. Turn right at the intersection of Rt. 5 & 20 East. Turn right onto Rt. 332/South Main Street. The Inn is on the right, just past the State Marina.

Description

The seminar is FREE, but reservations are required.  Thank you.

THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.

In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:

1. Protect material wealth from Probate and taxes
2. Transfer estate to beneficiaries

In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…

1. Disability for either spouse - long nursing home stays can be financially devastating
2. Your surviving spouse re-marries, has creditor problems or has an accident and is sued
3. Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
4. Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?

Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!

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Client Tele-seminar

Area: Naples, New York
Date: Thursday, April 22, 2010
Time: 10:00 AM - 11:00 AM
Location: Law Office of Michael Robinson, P.C.
Address:

196 North Main Street
Naples, NY  14512

 

Description

Join us for our new monthly Tele-seminars!

 

 

On the 4^th Thursday of each month at 10:00 a.m., we will present for our clients and their guests a timely and informative discussion of issues relevant to your estate and financial plans, and to your life in general. 

 

On Thursday, April 22 at 10:00 a.m., guest speaker Mark Kluge, CLU will discuss Roth IRA Conversations.  This is a major opportunity in 2010 and Mr. Kluge will cover important considerations such as:

 

·       Who is eligible for a Roth conversion

·       The tax and non-tax implications of a Roth conversion

·       How to determine if a Roth conversion is right for you

·       How to make a Roth conversion

 

All Tele-seminars are absolutely free to our clients and their guests.  When you register you will receive a telephone number and a guest code to enter.  Calls are limited to 125 people, so register early to ensure your place.

 

We are excited about presenting these Tele-seminars as a continuing service to our clients and their families.  Future calls will feature health and lifestyle issues in addition to estate and financial planning issues.  If there is a topic you would like to hear discussed, let us know!

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Legacy Wealth Planning Seminar

Area: Waterloo, New York
Date: Wednesday, May 05, 2010
Time: 10:00 AM - 12:00 PM
Location: Holiday Inn Waterloo
Address:

2468 Mound Road, Waterloo, NY  13165

From the East (Albany): Take I-90 West to Exit 41 (Waterloo). Take Rte 414 South into Waterloo.

From the West (Buffalo): Take I-90 East to Exit 41 (Waterloo). Take Rte 414 South into Waterloo.

From the North (Watertown): Take I-81 South to I-90 west. Follow I-90W to Exit 41 (Waterloo). Take Rte 414 South into Waterloo.

From the South (Ithaca): Take Route 414 N into Seneca Falls. Turn left onto Routes 5&20(West). Follow Route 5 & 20 to Route 414, Take a right at the light. Our Holiday Inn is on the left.

Description

The seminar is FREE, but reservations are required.  Thank you.

THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.

In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:

1. Protect material wealth from Probate and taxes
2. Transfer estate to beneficiaries

In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…

1. Disability for either spouse - long nursing home stays can be financially devastating
2. Your surviving spouse re-marries, has creditor problems or has an accident and is sued
3. Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
4. Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?

Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!

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Legacy Wealth Planning Seminar

Area: Geneva, New York
Date: Wednesday, May 05, 2010
Time: 07:00 PM - 09:00 PM
Location: Ramada Geneva Lakefront
Address:

41 Lakefront Drive, Geneva, NY  14458

From the East: Take I-90 West (NYS Thruway). Take exit 42 from the Thruway, and turn right onto Route 14 South. Continue on Route 14 South for approxiamtely 5 miles into Geneva. At the 5th traffic light, turn left onto Castle Street. Go straight, through the light and the hotel parking lot will be straight ahead. From the West: Take I-90 East (NYS Thruway). Take exit 42 from the Thruway, and turn right onto Route 14 South. Continue on Route 14 South for approximately 5 miles into Geneva. At the 5th traffic light, turn left onto Castle Street. Go straight, through the light and the hotel parking lot will be straight ahead.

Description

The seminar is FREE, but reservations are required.  Thank you.

THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.

In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:

1. Protect material wealth from Probate and taxes
2. Transfer estate to beneficiaries

In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…

1. Disability for either spouse - long nursing home stays can be financially devastating
2. Your surviving spouse re-marries, has creditor problems or has an accident and is sued
3. Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
4. Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?

Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!

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Legacy Wealth Planning Seminar

Area: Penn Yan, New York
Date: Thursday, May 06, 2010
Time: 10:00 AM - 12:00 PM
Location: Essenhaus Restaurant
Address: 1300 Route 14A, Penn Yan, NY  14527

Description

The seminar is FREE, but reservations are required.  Thank you.

THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.

In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:

1. Protect material wealth from Probate and taxes
2. Transfer estate to beneficiaries

In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…

1. Disability for either spouse - long nursing home stays can be financially devastating
2. Your surviving spouse re-marries, has creditor problems or has an accident and is sued
3. Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
4. Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?

Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!

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Continuing Education Seminar

Area: Pittsford, New York
Date: Tuesday, May 11, 2010
Time: 07:30 AM - 12:00 PM
Location: Burgundy Basin Inn
Address:

Description

Why You’ll Want to Attend

Consider these benefits of the Continuing Education Program:

• Earn Continuing Education credits.

• Learn estate planning strategies for preserving wealth and reducing taxes.

• Increase your ability to communicate expertly on estate planning issues, increasing your value to your company or your private practice.

• Become an increasingly valuable resource not only to your clients, but also to their children or other beneficiaries.

• Increase your opportunity to compete for the highest net worth clients who consider estate

planning strategies essential to their total financial planning strategy.

• Meet and network with other local professionals and an estate planning attorney.

What You’ll Learn

The American Academy of Estate Planning Attorneys’ Continuing Education Program is designed to review the fundamental estate planning considerations and build the groundwork for an overview of complex strategies in the course of twelve comprehensive class hours.

Benefits

You will receive 12 hours of Certified Professional Education Credit as approved by the CFP Board of Standards, NASBA and NYS Insurance; plus an opportunity to network with other professionals, refreshments and free parking.

 

 

Method of Presentation

This Twelve-Part course, sponsored by the prestigious American Academy of Estate Planning Attorneys, will be presented in three, four-hour lectures with regular question and answer sessions. Each lecture will cover one to four parts, depending on length and complexity. This is a small, focused, interactive class limited to 30 participants.

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Continuing Education Seminar

Area: Pittsford, New York
Date: Tuesday, May 18, 2010
Time: 07:30 AM - 12:00 PM
Location: Burgundy Basin Inn
Address:

Description

Why You’ll Want to Attend

Consider these benefits of the Continuing Education Program:

• Earn Continuing Education credits.

• Learn estate planning strategies for preserving wealth and reducing taxes.

• Increase your ability to communicate expertly on estate planning issues, increasing your value to your company or your private practice.

• Become an increasingly valuable resource not only to your clients, but also to their children or other beneficiaries.

• Increase your opportunity to compete for the highest net worth clients who consider estate

planning strategies essential to their total financial planning strategy.

• Meet and network with other local professionals and an estate planning attorney.

What You’ll Learn

The American Academy of Estate Planning Attorneys’ Continuing Education Program is designed to review the fundamental estate planning considerations and build the groundwork for an overview of complex strategies in the course of twelve comprehensive class hours.

Benefits

You will receive 12 hours of Certified Professional Education Credit as approved by the CFP Board of Standards, NASBA and NYS Insurance; plus an opportunity to network with other professionals, refreshments and free parking.

 

 

Method of Presentation

This Twelve-Part course, sponsored by the prestigious American Academy of Estate Planning Attorneys, will be presented in three, four-hour lectures with regular question and answer sessions. Each lecture will cover one to four parts, depending on length and complexity. This is a small, focused, interactive class limited to 30 participants.

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Continuing Education Seminar

Area: Pittsford, New York
Date: Tuesday, May 25, 2010
Time: 07:30 AM - 12:00 PM
Location: Burgundy Basin Inn
Address:

Description

Why You’ll Want to Attend

Consider these benefits of the Continuing Education Program:

• Earn Continuing Education credits.

• Learn estate planning strategies for preserving wealth and reducing taxes.

• Increase your ability to communicate expertly on estate planning issues, increasing your value to your company or your private practice.

• Become an increasingly valuable resource not only to your clients, but also to their children or other beneficiaries.

• Increase your opportunity to compete for the highest net worth clients who consider estate

planning strategies essential to their total financial planning strategy.

• Meet and network with other local professionals and an estate planning attorney.

What You’ll Learn

The American Academy of Estate Planning Attorneys’ Continuing Education Program is designed to review the fundamental estate planning considerations and build the groundwork for an overview of complex strategies in the course of twelve comprehensive class hours.

Benefits

You will receive 12 hours of Certified Professional Education Credit as approved by the CFP Board of Standards, NASBA and NYS Insurance; plus an opportunity to network with other professionals, refreshments and free parking.

 

 

Method of Presentation

This Twelve-Part course, sponsored by the prestigious American Academy of Estate Planning Attorneys, will be presented in three, four-hour lectures with regular question and answer sessions. Each lecture will cover one to four parts, depending on length and complexity. This is a small, focused, interactive class limited to 30 participants.