Join us at the Newburyport Senior Center at 1:00pm on March 7, for an invaluable seminar outlining advanced estate planning strategies. Contact us for more information, or simply come on your own!
OCTOBER 17: Enhance your Financial Plan with an Estate Plan
Date: October 17, 6:30pm - 7:30pm
Location: 40 Locke Street, Haverhill, MA (Hamel Mill Lofts Conference Rooms/Theater)
RSVP Required to Mark@privatewealthcounsel.com
August 10 - Trust & Estate Planning Seminar
Fat Turtle Restaurant - St. Thomas, USVI
Join us for a free Trusts & Estates seminar at 6:00pm, on Thursday, August 10 at the Fat Turtle Restaurant & Bar in Havensite/Yachtaven area, in Charlotte Amalie, St. Thomas, US Virgin Islands.
RSVP is required. Seating is limited to 20 guests.
Contact Mark@PrivateWealthCounsel.com
June 28 & 29 - Protecting and Enhancing Family Wealth (Free Seminar)
FREE ESTATE PLANNING SEMINAR!
Estate Planning Attorney Mark E. Skandier (President of Private Wealth Counsel) will be touching on topics like minimizing taxes; protecting assets; creating a legacy. This is a discussion you do not want to miss.!
Light dinner and refreshments will be provided!
RSVP BY JUNE 15, 2017
Where: 40 Locke Street, Haverhill, MA
When: June 28 & 29 at 6:30 PM - 8:00 PM
To reserve your spot(s):
RSVP by clicking on the link below:
June 28th: http://ow.ly/DWvw30c2f6m
June 29th: http://ow.ly/9DAr30c2en
Contact: Luis@privatewealthcounsel.com
or Call (978) 241-4871
May 18 - Funding Your Trust + An Intro To Financial Products
There are various methods, financial products, rules and regulations that can be strategically employed to maximize the use of your own money, protect it from taxes and other risks, and even enhance it for the benefit of your children. Attorney Skandier will be helping you understand these laws and also answer any questions you may have.
RSVP is required!
Where: 40 Locke Street, Haverhill, MA
When: Thursday, May 18 at 6:30 PM - 7:30 PM
To reserve your spot(s):
RSVP: http://ow.ly/C5KZ30brQDA
Contact Mark@privatewealthcounsel.com
or Call (978) 241-4871
May 17 - Trust, MassHealth, and Medicaid Planning
"Estate Planning Attorney Mark Edward Skandier will be hosting a free estate planning seminar at the Haverhill Council on Aging.
In addition to providing a basic overview of Revocable and Irrevocable Trusts, this advanced estate planning seminar will focus on three major issues:
- Understanding and Qualifying for Mass Health
- Trusts in Medicaid Planning
- Protecting Assets from the costs of Long Term Care (Nursing Homes, etc.
RSVP required!
Where: 10 Welcome Street, Haverhill, MA
When: Wednesday, May 17 at 1 PM - 2 PM
To reserve your spot(s):
RSVP: http://ow.ly/vaww30brPz
Contact Mark@privatewealthcounsel.com
or Call (978) 241-4871
FEBRUARY 23 - Estate Planning for MA Families
This Free Estate Planning Seminar is tailor-made for the Merrimack Valley family.
Seminar Attendees will learn about:
1. The Nuts & Bolts of Estate Planning
2. Revocable Living Trusts
3. Irrevocable Asset Protection Trusts
4. Realty Trusts & Life Insurance Trusts
5. Long Term Care Planning
Where: 40 Locke Street, Haverhill, MA
When: Thursday, February 23rd, 6:30PM
To reserve your spot(s):
Contact Mark@privatewealthcounsel.com
or Call (978) 241-4871
February 10 - CLE for Financial Advisers
Are you a financial planner? Insurance Agent? Both?
Do you want to know more about estate planning, so that you can add value to the services you provide to your clients?
On Friday, February 10th, Attorney Skandier will host a free seminar, tailored specifically for financial planners, and approved by the CFP Board for 2.0 CLE credits.
For detailed information, contact:
Mark@privatewealthcounsel.com or call us at (978) 241-4871.
November 14, 3:30pm -- St. John's Prep Faculty
Attorney Skandier will be presenting a basic estate planning outline to members of the St. John's Prep faculty and staff. Family and friends are encouraged to attend.
Please contact our office with any questions.
(978) 241-4871
Advanced Planning After the 2704 Regs are Finalized: The IRS is Coming!
Attorney Skandier will be presenting to members of the Merrimack Valley Estate Planning Council, on Thursday, November 3rd, at 10:00am.
The Council will meet at Massachusetts School of Law.
The seminar will last approximately one hour.
Please contact us with any questions.
(978) 241-4871.