SEMINARS & CPE CLASSES

SEMINARS:

Join us for our following seminars held on Tuesdays

FREE LEGAL + ESTATE, LIFE CARE PLANNING SEMINAR
with Elder Law & Estate Planning Attorneys, Richard Tizzano & Tony Hinson.

FREE ESTATE PLANNING AFTER THE SECURE ACT

with Elder Law & Estate Planning Attorney, Tony Hinson.

 

SEMINARS ARE ON-LINE, ON THE ZOOM PLATFORM EVERY TUESDAY AT 11:30AM.

Select a date below and register.

You will be sent the link for the Seminar.

Q&A provided

** These are LIVE seminars so YOU can ask questions. We purposely do not record these and just replay them. It's your opportunity to "Ask the Experts"

 

Legal + Estate Life Care Planning Seminars:

Our seminars explore Life Care Planning Solutions to help you Age in Place, Protect Assets and Remain Independent. The coordination of Healthcare, Housing, Financial and Legal Options will help you with solutions to secure a safe and successful retirement.

HEALTHCARE: Learn the roles of Medicare, Medicaid & Long Term Care Insurance
HOUSING: Maintain Quality of Life, Aging in Place & Retirement Communities
FINANCIAL: Preserve your wealth from taxes & uncovered medical costs
LEGAL: Estate Planning & Safe Harbor Trusts Planning

If you are a Professional Working with the Senior Community I encourage you to attend one of the seminars below, it will help you prepare your clients for retirement & beyond! 

Having the opportunity to be informed, organized and equipped will not only give you legal peace of mind, but also give you hope and a healthy perspective for the journey. You will find these seminars insightful, humorous, and informative. 

 

Estate Planning After the SECURE ACT

It's a Whole New Ballgame!

Join Tony Hinson as he explains how to prepare your Estate Plan with the new IRA rules that became effective in 2020. 

  • On January 1st, 2020 the SECURE Act radically changed Estate Planning with IRAs

  • The 'Stretch IRA' is gone - with significant income tax ramifications for non-spouse IRA Beneficiaries

  • We will discuss the new landscape, and ways to lessen the impact of this new law

  • Anyone with combined retirement accounts over $100,000 should attend

If you are a Professional Working with the Senior Community I encourage you to attend one of the seminars below, it will help you prepare your clients for retirement & beyond! 

Having the opportunity to be informed, organized and equipped will not only give you legal peace of mind, but also give you hope and a healthy perspective for the journey. You will find these seminars insightful, humorous, and informative. 

ZOOM LINK WILL BE SENT TO YOUR EMAIL 2-4 DAYS PRIOR TO THE SEMINAR. IF YOU DO NOT SEE IT IN YOUR INBOX, PLEASE LOOK FOR IT IN YOUR SPAM BOX.

PLEASE NOTE: THERE IS A DROP DOWN MENU FOR THE SEMINAR REGISTRATION AND IT DEFAULTS TO THE 1ST UPCOMING DATE.  YOU MUST CLICK ON THE DROP DOWN MENU ARROW TO SELECT THE SEMINAR DATE YOU WANT TO ATTEND.  THANK YOU.

TUESDAY 11:30am - Legal + Estate Life Care Planning

Oct. 27th, 11:30am

TUESDAY 11:30am - Estate Planning After the SECURE Act

Nov. 3rd, 11:30am

TUESDAY 11:30am - Legal + Estate Life Care Planning

Nov. 10th, 11:30am

TUESDAY 11:30am - Estate Planning After the SECURE Act

Nov. 17th, 11:30am

TUESDAY 11:30am - Legal + Estate Life Care Planning

Nov 24th, 11:30am

TUESDAY 11:30am - Estate Planning After the SECURE Act

Dec 1st, 11:30am

TUESDAY 11:30am - Legal + Estate Life Care Planning

Dec 8th, 11:30am

Poulsbo 

19717 Front Street NE, Poulsbo, WA 98370​
PO Box 400

tel: (360) 779-5551 | fax: (360) 779-1229

email: info@westsoundlegal.com
E
Bainbridge Island

241 Madison Avenue N, Bainbridge Island WA 98110
PO Box 10400

tel: (206) 842-5681 | fax: (206) 842-6356

email:  info@sherrardlaw.com

Offices: Sherrard McGonagle Tizzano & Lind
Client  Intake Form

Download and complete the form to get started > 

Newsletter

Subscribe to our FREE Monthly E-newsletter for Solutions & Tools to support Smart Aging.

© 2017 Sherrard McGonagle Tizzano & Lind