Cummings & Lockwood

2018 Client Estate Planning Seminars

Home Email Page View as PDF Print Page

Wednesday, January 31, 2018 and Thursday, February 15, 2018

You Are Cordially Invited to Attend Cummings & Lockwood's 2018 Client Estate Planning Seminars.

Program Overview:

  • 2018 Tax Law Update
  • Planning with Beneficiary Designations
  • Fiduciary Responsibilities
  • Planning for Incapacity
  • Digital Assets
  • Estate Planning Tune-Ups

Select a date, time and location that works best for you:

Wednesday, January 31, 2018

Hilton Naples

5111 Tamiami Trail North, Naples

Session 1:  9:00 AM - 11:00 AM

Session 2:  2:00 PM - 4:00 PM

 

Thursday, February 15, 2018

Hyatt Regency Coconut Point

5001 Coconut Road, Bonita Springs

Session 1:  9:00 AM - 11:00 AM

Session 2:  2:00 PM - 4:00 PM

________________________________________________

Seating is limited.  To reserve a space, please RSVP to

Rebecca Hall at 239.262.8311

or via email at rhall@cl-law.com by Friday, January 26, 2018.

 

 

To view the slide presentation for these seminars, please click on the PDF below:

PDF File View as PDF