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Williamsburg- Take your Estate and Elder Law Planning Beyond the Basics
November 14 @ 10:00 am - 3:45 pm
Take your Estate and Elder Planning Beyond the Basics
A one-day symposium bringing professionals in Estate and Elder Planning, Home Healthcare, Insurance/Investment Planning and other areas, in one location, providing information to those attending with the goal of giving them “Peace of Mind” in their team of professionals.
310 South England St
Williamsburg, VA 23185
10:00- 10:20 AM: “There is More to Estate Planning Than Taxes” Presented by Trey T. Parker with Carrell Blanton Ferris & Associates, PLC
10:45- 11:10 AM: “ChooseHome Riverside: Your Plan to Prolong Independence and Age Successfully in Your Home”(Powered by Riverside and Williamsburg Landing) Presented by Mr. Rick Jackson & Heather Schouten with the Center for Excellence in Aging
11:20- 11:40 AM: “Experience the Edgeworth Park Difference- Learn what Assisted Living & Memory Care can Offer You” Presented by Teresa Evans with Edgeworth Park at New Town
11:50- 12:10 PM: “What to do with the Stuff” Presented by Laura Kinsman with Williamsburg Estate Services
1:30- 2:00 PM: “Aging in Place and how to Protect Yourself from Unscrupulous Contractors” Presented by Robert Criner with Criner Remodeling
2:15- 2:45 PM: “Education Planning with 529 Plans” Presented by Jason Wallace with Wallace CPA
3:00- 3:30 PM: “There is more to Estate Planning Than Taxes” Presented by Michael G. Montgomery with Carrell Blanton Ferris & Associates PLC
10:10- 10:30 AM: “Helping Seniors Remain Independent in their Homes” Presented by Dr. Bruce E. Minnett with Faith in Action
10:55- 11:15 AM: “How to Choose the Right Home Care Agency” Presented by Rebecca Andersen with Visiting Angels
11:25- 11:45 AM:“Successor Representative for your Estate or Trust Plan” Presented by James W. Garrett with Legacy Fiduciary Services
1:15- 1:45 PM: “Experience the Edgeworth Park Difference- Learn what Asssisted Living and Memory Care can Offer you” Presented by Teresa Evans with Edgeworth Park and New Town
2:00- 2:30 PM: “IRA Distribution Planning” Presented by Alison Foley with Davenport & Company LLC
2:45- 3:45 PM: “There is more to Estate Planning Than Taxes” Presented by Trey T. Parker with Carrell Blanton Ferris & Associates PLC
*Lunch is NOT provided at this free symposium.