Richmond Area Seminars

This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

For more detailed information on the topics covered, please click here.

Seminar is free but registration is requested. 

The presenter for this presentation is Lisa A. Allen.

Henrico
Gayton Library
10600 Gayton Road
Richmond, VA 23238

The attorneys at Carrell Blanton Ferris & Associates are excited to present a brand new continuing education program.  This program has been approved for 3 hours of CE Credit for insurance (Laws & Regulations), CFP, CPA, and Enrolled Agents.

Estate Planning Beyond the Basics: Asset Coordination, Protection, and Trust Administration

Topics will include:

• Beyond Probate Avoidance: Coordinating Revocable Trusts, Life Insurance, and Retirement Assets (1 hr)
• Asset Protection 102 (1 hr)
• What Now? After Death Administration of a Revocable Living Trust (1 hr)

RICHMOND

Thursday, October 15
Westwood Club
6200 W Club Ln.
Richmond, VA 23226
Breakfast: 8:30 a.m.
Workshop: 9:00 a.m. – Noon

CLICK HERE TO REGISTER

Cost is $30.  On payment page, use your name for client/matter and type CE in Invoice field.  3% surcharge for credit card payment.  E-check and debit have no surcharge.

This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

For more detailed information on the topics covered, please click here.

Seminar is free but registration is requested. Seating is limited at each session.

Presented by David C. Thornton.

Richmond
Bon Air Library
9103 Rattlesnake Rd
Richmond, VA 23235