Calendar

Apr
22
Thu
2021
Trustee Training @ Valentino's Banquet Hall
Apr 22 @ 2:00 pm – 4:00 pm

Trustee Training!

Thursday, April 22nd
Valentino’s Banquet Hall

Presented Live & Virtually via Zoom
by Jennifer McDonnell, Esq. & Elizabeth Evans, Esq.

A special invite for the people you’ve deemed as trustees in your documents.

During this training your trustee will learn:

  1. The importance of their role and how to properly follow your wishes
  2. The responsibility of their role at every stage of the administration process
  3. Understand their rights and how to avoid liability

Seating is limited to the first 60 people to reserve seats to ensure proper social distancing. COVID-19 protocols will be strictly followed.
Call 315-793-3622 or fill out the form below to make your reservations. You are welcome to attend the training with your trustee, but it is not mandatory.

 

 

Mar
16
Wed
2022
Medicare 101 Class @ Estate Planning Law Center
Mar 16 @ 2:00 pm – 3:30 pm

Are you frustrated or confused by the particulars of Medicare?

Let us help you navigate the process.

Join Adirondack Financial Services (AFS) and The Estate Planning Law Center for an informational presentation that will take you through the ins and outs of Medicare.

 

Learn more & Register