Williamsburg Area Seminars

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< 2020 >
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  • Wills vs Trusts – Williamsburg Lodge
    6:30 pm-8:30 pm
    February 6, 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.

    Williamsburg Lodge – Allegheny Room
    310 S. England St.
    Williamsburg, VA 23185

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  • Newport News Holiday Inn – Secure Act Client Seminar
    11:00 am-1:00 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 (757) 220-8114.

    Newport News

    Holiday Inn – Newport News
    980 Omni Boulevard
    Newport News, VA 23606

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  • Wills vs Trusts – James City County Library
    10:30 am-12:30 pm
    February 17, 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.

    James City County Library
    7770 Croaker Road
    Williamsburg, VA 23188

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  • Wills vs. Trusts – York County Library – Williamsburg
    11:00 am-1:00 pm
    February 19, 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.

    York County Public Library
    100 Long Green Blvd.
    Yorktown, VA 23693

  • FULL-Williamsburg Lodge – Secure Act Client Seminar
    6:30 pm-8:30 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 (757) 220-8114.

    Williamsburg

    Williamsburg Lodge
    310 South England
    Williamsburg, VA 23185

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  • FULL-Kingsmill Resort -Williamsburg – Secure Act Client Seminar
    1:30 pm-3:30 pm
    February 20, 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 (757) 220-8114.

    Williamsburg

    Kingsmill Resort
    1010 Kingsmill Road
    Williamsburg, VA 23185

    This date is full.
    Alternate date:  February 24 at 2 pm is now at Kingsmill Resort

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  • Williamsburg – Powers of Attorney
    12:00 pm-1:00 pm
    February 21, 2020

    This is an educational session.   Powers of Attorney – What you and your agent need to know about their Fiduciary Responsibility.

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

    Williamsburg
    Carrell Blanton Ferris Board Room
    460 McLaws Circle, Suite 200
    Williamsburg, VA 23185

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  • FULL-Williamsburg – Secure Act Client Seminar
    10:00 am-12:00 pm
    February 24, 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 (757) 220-8114.

    Williamsburg

    Carrell Blanton Ferris Office
    460 McLaws Circle, Suite 200
    Williamsburg, VA 23185

  • FULL-Kingsmill Resort-Williamsburg – Secure Act Client Seminar
    2:00 pm-4:00 pm
    February 24, 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 (757) 220-8114.

    Williamsburg

    Kingsmill Resort
    1010 Kingsmill Road
    Williamsburg, VA 23185

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