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.


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

Upcoming Seminars

FIND A SEMINAR IN YOUR AREA:


Legacy Wealth Planning Seminar

Area: Webster, New York
Date: Tuesday, July 16, 2013
Time: 10:00 AM - 12:30 PM
Location: Holiday Inn Express Webster
Address:

860 Holt Road
Webster, NY  14580

From East: I-90W toward Buffalo - Merge onto I-490W via Exit 45 toward Rochester. Merge onto NY-590N via Exit 21. Merge onto NY-104E via Exit 10B toward Webster. Take the exit toward Holt Road. Turn left onto Holt Road, hotel is on the right. From West: I-90 E/NY State Thruway E toward Albany. Merge onto I-390N via exit 46 toward Rochester. Merge onto I-590N via Exit 15 toward Downtown Rochester. I-590N becomes NY-590N. Merge onto NY-104E via exit 10B toward Webster. Take the exit toward Holt Road. Turn Left onto Holt Road, hotel is on the right. From South: I-90E/New York State Thruway E. Merge onto I-390N via exit 46 toward Rochester. Merge onto I-590 N via exit 15 toward Downtown Rochester. I-590N becomes N-590N. Merge onto NY-104E via Exit 10B toward Webster. Take the exit toward Holt Road. Turn left onto Holt Road, hotel is on the right.

Description

The seminar is FREE, but reservations are required. Please call us at 585-374-5210 or online at www.mrobinsonlaw.com.

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 remarries, 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!

Register for This Seminar




Legacy Wealth Planning Seminar

Area: Canandaigua, New York
Date: Tuesday, July 16, 2013
Time: 07:00 PM - 09:30 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. Please call us at 585-374-5210 or online at www.mrobinsonlaw.com.

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 remarries, 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!

Register for This Seminar




Legacy Wealth Planning Seminar

Area: Keuka Park, New York
Date: Wednesday, July 17, 2013
Time: 10:00 AM - 12:30 PM
Location: Esperanza Mansion
Address:

3456 Route 54A
Bluff Point, NY 14478

From the East: Take Exit 42 from the NYS Thruway. Take Route 14 South, through Geneva, N.Y., to the intersection with Route 54 West (about 20 miles from the Thruway). Take Route 54 West 4 miles, to Penn Yan. Turn left on Main, right on Elm, and straight through onto Route 54A. The Esperanza Mansion will be on your right, approximately 7 miles outside of Penn Yan. From the South: Take Route 17/86 to Exit 38 at Bath, N.Y. Follow signs to Route 54 North. Take Route 54 North 7 miles and turn left onto Route 54A. Follow 54A through Hammondsport and North 17 miles into Branchport. Turn right at the blinking light onto Route 54A. The Esperanza Mansion is on your left, about 1.5 miles up the hill from the blinking light.

Description

The seminar is FREE, but reservations are required. Please call us at 585-374-5210 or online at www.mrobinsonlaw.com.

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 remarries, 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!

Register for This Seminar