Upcoming Events
Workshop Offerings
The Truth About Estate Planning
Parents’ Peace of Mind Workshop
The Truth About Estate Planning for Clients with Larger Retirement Plans
The Straight Scoop on Legal Planning for Busy Parents
The Truth About Estate Planning Workshop
| Upcoming Dates | Workshop Location |
| July 29, 2010, 6:30 to 8:30 p.m. | Hope Community Church 821 Buck Jones Road Raleigh, NC 27606 Click here for map |
| August 17, 2010, 6:30 to 8:30 p.m. | |
| September 9, 2010, 6:30 to 8:30 p.m. |
Seating is limited. RSVP Required. Reserve your spot…
By Phone:
Call Cindy, Client Services Director, (919) 443-3035
Online
Click here to register online
Is This Workshop For You? The workshop is designed for…
- Those without any plan who don’t know where to start.
- Those interested in protecting their families wealth from being siphoned off by creditors, divorce or taxes.
- Those who have seen loved ones or friends pass away, leaving a mess and added stress and frustration to those left behind.
- Families who want to hear about a prove process that will bring true peace of mind.
- Someone who already has a will or trust, but has doubts as to whether it’s the best plan for their family.
Urgent Attendance! This workshop will be especially helpful to:
- Those without a will or trust
- Those with a will or trust over three years old
- Those in a second marriage
- Business owners
- Anyone nearing retirement
- Those wondering if their parents or grandparents have planned effectively
- Professional advisors that want to learn more about our planning process*
What you will hear at the Truth About Estate Planning Workshop:
- How to transfer your financial wealth and “life wisdom” to future generations
- What to consider before meeting and selecting an estate planning attorney
- Why most living trusts do not work and how to assure your trust meets your goals
- How to leave assets to your loved ones protected against divorces and creditors
- How a second marriage puts your assets and children at risk
- How legal fees are determined and strategies to reduce your overall costs by 50%
- How to plan for “special needs” children
- Probate—what is it, why does everyone want to avoid it?
- What is the real cost of Probate?
- The hidden costs of a basic will or trust
- Why are many Powers of Attorney not accepted by financial institutions?
- What is the impact of changing estate tax laws?
- What is Trust Funding and why is it essential to the success of your living trust?
- Why you should have professional counseling on how to fund your living trust
- The Estate Planning Process—who do you meet with and how do you prepare?
- Counseling vs. Word Processing—what are you really paying for?
- How to make life easier on your loved ones in troubling times
- Do your children know what to do at the right time?
- How to store legal documents so they are accessible when needed
- How often should you update your estate plan?
- What is the true cost of an outdated estate plan?
*Professional Advisors: This workshop is eligible for 3 hours of continuing education credit for the North Carolina Department of Insurance. Want to host a private workshop for your clients? Give us a call!
Parents’ Peace of Mind Workshop
| Upcoming Dates | Workshop Location |
| May 19, 2010, 5 to 7 p.m.** | Monkey Joe’s 1747 Walnut Street Cary, NC 27511 Click here for map |
Seating is limited. RSVP Required. Reserve your spot…
By Phone:
Call Cindy, Client Services Director, (919) 443-3035
Online
Click here to register online
While your kids are enjoy pizza, drinks, fun and entertainment for FREE, you and your spouse or significant other enjoy a light dinner and discover exactly what you need to do to have peace of mind knowing your kids will be taken care of no matter what.
Is This Workshop For You? The workshop is designed for parents with minor children…
- Without any plan who don’t know where to start
- Have a plan but are not sure if they have everything they need
- Have a plan that is more than three years old
- Never want their children to be taken out of their home and into the arms of strangers
- Want to be sure they haven’t made 1 of 6 common mistakes made while naming guardians
What you will hear at a the Parents’ Peace of Mind Workshop:
- Why naming guardians isn’t enough
- How a will leaves your children at risk
- The 6 common mistakes parents made when naming guardians for their children
- How to leave your assets to your children protected from irresponsible spending, creditors and divorce
- How a second marriage leaves your child at risk
- Why a basic will or trust may leave your children unprotected in an emergency
- The simple steps to take to make things as easy as possible for your family
- How to pass on your values, traditions, stories, faith and experiences to your children
**Actual presentation starts at 5:45 to allow time for getting children settled in, enjoying refreshments and conversation. Please note: Quiet infants may stay with their parents during the workshop. It is usually best if both parents can plan to attend from dual parent homes. With adequate advance notice, we will also have babysitters on site for toddlers that may be too young to enjoy the play facilities.
The Truth About Estate Planning Workshop For Clients With Larger Retirement Plans
Upcoming Dates
No workshop dates schedule at this time. Please call Cindy at (919) 443-3035 or email her at cindy@carolinafep.com to be notified of our next workshop.
A specially developed version of our Truth About Estate Planning Workshop developed specially for those with larger retirement accounts. In addition to covering the topics addressed in our standard Truth About Estate Planning Workshop, we’ll also discuss special planning considerations relating to retirement plan distribution rules.
The Straight Scoop on Legal Planning for Busy Parents
For local parenting and moms groups:
This is a great workshop for parenting and mom groups (with or without children present). By attending this quick 20-30 minute informative and friendly workshop you will discover how to:
- How to make sure your children will never spend time in the care of strangers or anyone you wouldn’t want caring for them if something happens to you
- How to avoid the expense and delay of the stressful court probate process that your family would otherwise be stuck dealing with
- The best way to protect your children’s inheritance from creditors, lawsuits, divorce and financial irresponsibility.
- The common mistakes parents make when selecting guardians for their children.
To schedule a workshop for your parenting group, call Cindy at (919) 443-3035 or email her at cindy@carolinafep.com.