Richmond Area Seminars

Show Filters

Days

Categories

Locations

Presenters

Reset Filters
< 2020 >
February
Sun
Mon
Tue
Wed
Thu
Fri
Sat
January
January
January
January
January
January
1
2
3
4
5
  • Wills vs Trusts – N. Courthouse Rd
    2:00 pm-4:00 pm
    February 5, 2020

    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.

    Richmond
    N. Courthouse Road Library
    325 Courthouse Road
    Richmond, VA 23236

  • Wills vs Trusts – N. Courthouse Rd
    6:00 pm-8:00 pm
    February 5, 2020

    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.

    Richmond
    N. Courthouse Road Library
    325 Courthouse Road
    Richmond, VA 23236

6
7
8
9
10
11
12
13
  • Richmond – Twin Hickory Library – Secure Act Client Seminar
    10:30 am-12:00 pm
    February 13, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Richmond

    Twin Hickory Library
    5001 Twin Hickory Boulevard
    Glen Allen, VA  23059

  • Wills vs. Trusts – Twin Hickory Library
    2:00 pm-4:00 pm
    February 13, 2020

    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.

    Henrico
    Twin Hickory Library
    5001 Twin Hickory Boulevard
    Glen Allen, VA 23059

14
15
16
17
18
19
  • FULL- SEE ADD’L DATE-APR 9-Richmond – Carrell Blanton Office – Secure Act Client Seminar
    2:00 pm-4:00 pm
    February 19, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Richmond

    Carrell Blanton Ferris Office
    7275 Glen Forest Drive, Suite 310
    Richmond, VA  23226

    THIS SEMINAR IS FULL.  PLEASE SEE NEW DATE-FEBRUARY 26 AT 2 PM  OR CALL OUR OFFICE AT 804.285.7900 AND ASK TO BE PLACED ON A WAITLIST.

  • FULL-Richmond – Carrell Blanton Office – Secure Act Client Seminar
    6:00 pm-8:00 pm
    February 19, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Richmond

    Carrell Blanton Ferris Office
    7275 Glen Forest Drive, Suite 310
    Richmond, VA  23226

20
21
22
23
24
  • Wills vs. Trusts – Weinstein JCC
    6:00 pm-8:00 pm
    February 24, 2020

    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.

    Richmond
    Weinstein Jewish Community Center
    5403 Monument Ave.
    Richmond, VA 23226

25
26
  • FULL-See April 9-Richmond – Carrell Blanton Office – Secure Act Client Seminar
    2:00 pm-4:00 pm
    February 26, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Richmond

    Carrell Blanton Ferris Office
    7275 Glen Forest Drive, Suite 310
    Richmond, VA  23226

    Let us know if you would like to be on a wait list or be contacted when we add an additional date. 804.285.7900

27
28
29