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.


 Estate Planning Seminars CE Seminars
 Asset Protection Seminars Medicaid Planning
 Long Term Health Care Client Seminars
 Legacy Wealth Planning Seminars

Upcoming Estate Planning Seminars

FIND A SEMINAR IN YOUR AREA:


Legacy Wealth Seminar

Area: Ashland, Kentucky
Date: Tuesday, September 14, 2010
Time: 06:30 PM - 08:00 PM
Location: Kentucky Farmers Bank
Address: 6313 U. S. Route 60 (Summit)
Ashland, KY  41102

Description

Traditional estate planning has focused primarily on what happens after death and has usually passed on financial wealth outright with no conditions or safeguards. Today’s families are realizing that these estate planning methods are failing them. They want a more holistic approach to deal with today’s real life issues. Those issues include planning for disability, remarriage of the surviving spouse, divorce (especially divorce of children), creditor and financial management problems of beneficiaries, and passing on family traditions and values. This seminar explains how these concerns can be addressed through a new concept called Legacy Wealth Planning.
Reservations may be made online or by calling (606) 324-5516.

Register for This Seminar




Legacy Wealth Seminar

Area: Ashland, Kentucky
Date: Wednesday, September 15, 2010
Time: 10:00 AM - 11:30 AM
Location: Days Inn
Address: 12700 State Route 180 (Cannonsburg)
Ashland, KY  41102

Description

Traditional estate planning has focused primarily on what happens after death and has usually passed on financial wealth outright with no conditions or safeguards. Today’s families are realizing that these estate planning methods are failing them. They want a more holistic approach to deal with today’s real life issues. Those issues include planning for disability, remarriage of the surviving spouse, divorce (especially divorce of children), creditor and financial management problems of beneficiaries, and passing on family traditions and values. This seminar explains how these concerns can be addressed through a new concept called Legacy Wealth Planning.
Reservations may be made online or by calling (606) 324-5516.

Register for This Seminar




Legacy Wealth Seminar

Area: Ashland, Kentucky
Date: Thursday, September 16, 2010
Time: 10:00 AM - 11:30 AM
Location: Best Western
Address: 31 Russell Plaza Drive (Beside Golden Corral)
Ashland, KY  41101

Description

Traditional estate planning has focused primarily on what happens after death and has usually passed on financial wealth outright with no conditions or safeguards. Today’s families are realizing that these estate planning methods are failing them. They want a more holistic approach to deal with today’s real life issues. Those issues include planning for disability, remarriage of the surviving spouse, divorce (especially divorce of children), creditor and financial management problems of beneficiaries, and passing on family traditions and values. This seminar explains how these concerns can be addressed through a new concept called Legacy Wealth Planning.
Reservations may be made online or by calling (606) 324-5516.

Register for This Seminar




Legacy Wealth Seminar

Area: Ashland, Kentucky
Date: Thursday, September 16, 2010
Time: 06:30 PM - 08:00 PM
Location: Highlands Museum & Discovery Center
Address: 1620 Winchester Avenue
Ashland, KY  41101

Description

Traditional estate planning has focused primarily on what happens after death and has usually passed on financial wealth outright with no conditions or safeguards. Today’s families are realizing that these estate planning methods are failing them. They want a more holistic approach to deal with today’s real life issues. Those issues include planning for disability, remarriage of the surviving spouse, divorce (especially divorce of children), creditor and financial management problems of beneficiaries, and passing on family traditions and values. This seminar explains how these concerns can be addressed through a new concept called Legacy Wealth Planning.
Reservations may be made online or by calling (606) 324-5516.

Register for This Seminar




Legacy Wealth Seminar

Area: Ashland, Kentucky
Date: Saturday, September 18, 2010
Time: 10:00 AM - 11:30 AM
Location: Kyova Mall
Address: 10699 US Route 60
Ashland, KY  41102

Description

Traditional estate planning has focused primarily on what happens after death and has usually passed on financial wealth outright with no conditions or safeguards. Today’s families are realizing that these estate planning methods are failing them. They want a more holistic approach to deal with today’s real life issues. Those issues include planning for disability, remarriage of the surviving spouse, divorce (especially divorce of children), creditor and financial management problems of beneficiaries, and passing on family traditions and values. This seminar explains how these concerns can be addressed through a new concept called Legacy Wealth Planning.
Reservations may be made online or by calling (606) 324-5516.

Register for This Seminar




Farmers and Ranchers Estate Planning Seminar

Area: Grayson, KY
Date: Tuesday, October 12, 2010
Time: 06:00 PM - 07:30 PM
Location: Carter County Cooperative Extension Services Office
Address: 300 West Main Street, Room 121
Grayson, KY  41143-1274

Seminar to be held at Senior Citizens Center next to Justice Center on Main Street

Description

Traditional estate planning has focused primarily on what happens after death and has usually passed on financial wealth outright with no conditions or safeguards. Today’s families are realizing that these estate planning methods are failing them. They want a more holistic approach to deal with today’s real life issues. Those issues include planning for disability, remarriage of the surviving spouse, divorce (especially divorce of children), creditor and financial management problems of beneficiaries, and passing on family traditions and values. Additionally, farmers and ranchers often have unique estate planning issues regarding the continuing operation of their business and the division of their property. This seminar deals with issues pertinent to all families, with an added emphasis on the particular concerns of farmers and ranchers.

Register for This Seminar