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 Legacy Wealth Planning Seminars
FIND A SEMINAR IN YOUR AREA:
Legacy Wealth Planning Seminar
Area: Geneva, New York
Date: Wednesday, September 15, 2010
Time: 02:00 PM - 04:00 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:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems or has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
- 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!
Legacy Wealth Planning Seminar
Area: Waterloo, New York
Date: Wednesday, September 15, 2010
Time: 07:00 PM - 09:00 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:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems or has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
- 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!
Legacy Wealth Planning Seminar
Area: Penn Yan, New York
Date: Thursday, September 16, 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:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems or has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
- 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!
Legacy Wealth Planning Seminar
Area: Canandaigua, New York
Date: Wednesday, October 20, 2010
Time: 02:00 PM - 04:00 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:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems or has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
- 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!
Legacy Wealth Planning Seminar
Area: Canandaigua, New York
Date: Wednesday, October 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:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems or has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
- 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!
Legacy Wealth Planning Seminar
Area: Victor, New York
Date: Thursday, October 21, 2010
Time: 10:00 AM - 12:00 PM
Location: Holiday Inn Express
Address:
7502 County Road 42, Victor, NY 14564
NYS THRUWAY, EXIT 45. 96 SOUTH TO 1ST TRAFFIC LIGHT TO COUNTY ROAD 42. HOTEL ENTRANCE IS 0.25 MI ON RIGHT.
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:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
In addition to those traditional goals, we will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems or has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
- 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!
