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: Estate Tax & Retirement Account Issues in a Changing Landscape

Join Tony Hinson as he discusses Estate Planning with a focus on Estate Tax issues & Retirement Account inheritance planning in a changing landscape.

  • He will discuss Washington and Federal Estate Tax Issues, and Some Big Changes Looming for both in 2021.

  • Estate Planning is More than Just a Will or Trust – Let’s Talk About Powers of Attorney and Medical Directives

  • The 'Stretch IRA' is Largely Gone – Proper Planning with Retirement Accounts is More Important than Ever, and Often Overlooked

  • Anyone Wanting a Comprehensive Estate Plan which Incorporates Tax Planning and Retirement Account Issues 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 - Estate Planning: Estate Tax + Retirement Acct Issues

June 29th, 11:30am

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

July 6th, 11:30am

TUESDAY 11:30am - Estate Planning: Estate Tax + Retirement Acct Issues

July 13th, 11:30am

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

July 20th 11:30am

TUESDAY 11:30am - Estate Planning: Estate Tax + Retirement Acct Issues

July 27th, 11:30am

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

August 3rd 11:30am

TUESDAY 11:30am - Estate Planning: Estate Tax + Retirement Acct Issues

August 10th, 11:30am

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

Augut 17th 11:30am

TUESDAY 11:30am - Estate Planning: Estate Tax + Retirement Acct Issues

August 24th, 11:30am

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

August 31st 11:30am