NJ Phone: 609-818-1555 * FL Phone: 561-247-1557

Showing posts with label Seminar. Show all posts
Showing posts with label Seminar. Show all posts

Friday, October 29, 2010

Seminar Announcement - Which Side of the Delaware River Should I Live on?


Let’s Get The Facts Straight!

Which Side of the Delaware River Should We Live On?

New Jersey vs. Pennsylvania

We invite you to be enlightened on the Facts and Myths about Estate Planning and how it may or may not differ depending on where you live. Our free seminar will cover such topics as:
· Inheritance Taxes, Estate Taxes, Laws that affect Non-Traditional Couples & Titling of Assets
· Financial Investment Opportunities, Income Taxation of Retirement Plans & The Importance of Proper Beneficiary Designations
· Property Tax, Property Values, Schools & Real Estate Investment Opportunities
Guest Speakers

Kevin A. Pollock, J.D., LL.M.

Attorney at Law, licensed in NJ, NY, PA & FL
Law Office of Kevin A. Pollock LLC


Kate P. Sweeney, CFP, CIMA

Senior Vice President
Senior Investment Management Consultant
Morgan Stanley Smith Barney
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Saturday,November 6, 2010
9:00 a.m. to 11:00 a.m.
NEW HOPE MANOR
44n Sugan Rd.
New Hope, PA 18938
PRESENTED BY:
Weidel Realtors
New Hope/Lambertville Regional Office
215-862-9441
Refreshments will be served

Friday, February 5, 2010

Free Seminar

Aging: Myths, Facts and Superstitions

Wednesday, February 17, 2010
4pm until 5pm

Join us! The Stony Brook Assisted Living Community is hosting three experts in the field of aging who will discus need-to-know issues critical to your loved one's medical, legal and emotional health.

  • Polypharmacy: Multiple prescriptions + multiple medical conditions = medical disaster. Learn ways to avoid this serious health threat. By Dr. Priti Gujar, a physician with Geriatric Treatment Resources LLC in Pennington, NJ.

  • Legal Superstitions: Key legal documents and the superstitious reasons people avoid creating them. What are the criteria for judging competency to sign such documents? By Kevin A. Pollock, J.D., LL.M., an attorney with the Law Office of Kevin A. Pollock LLC in Pennington, NJ.

  • Myths about Aging: Exploring myths about aging and the truth about cognitive and functional changes. The important conversations that you must have with family members and how to approach them. Presented by Mary Kay Krokowski, a geriatric care manager with Aging Advisors, LLC in Pennington, NJ.

If you are interested in attending, please RSVP to 609-730-9922 by February 12.

Location: Stony Brook Assisted Living, 143 West Franklin Avenue, Pennington, NJ 08534