Legacy Wealth Planning Seminars

Seminar Information

Legacy Wealth Planning Seminar
Tuesday, April 20, 2010 07:00 PM - 09:00 PM
Canandaigua Inn on the Lake

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.


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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