| ESTATE PLANNING Presented by Raymond N. Beebe, Esq., CPA (Member of National Academy of Elder Law Attorneys) . This FREE seminar will cover various topics including the following: wills and trusts used in estate planning; avoiding estate and inheritance taxes; new estate tax laws; protecting assets from nursing home costs including a discussion on updated planning techniques; protecting your IRA from estate taxes and income taxes; and a discussion on the new IRA distribution laws. Note: Minimum Number Of Students Required To Run Seminar. (W-1) Thursday: March 19, 2009 4:00-5:30 pm William H. Ross III School Second Floor Conference Room |
| BASICS OF INVESTING This NEW seminar, presented by Diane Scarpa is intended for women of all ages and is meant to educate participants on the basics of investing and on how to build a foundation from which to begin planning. This FREE seminar is especially useful for single and recently widowed or divorced women navigating through life's changes. The goal of the seminar is to answer questions and provide participants with the tools necessary to address individual investment objectives. Personal Financial Goal Analyses are offered to each participant. Note: Minimum Number Of Students Required To Run Seminar. (SP-2) Wednesday: May 6, 2009 7:00-8:30 pm William H. Ross III School Second Floor Conference Room |