Williamsburg Area Learning Tree (WALT) CLASS: ESTATE PLANNING FOR THE NEW AGE
Date: 11/08/10
Time: 6:00 p.m. to 8:00 p.m.
Location: Wburg Chamber of Commerce Building, Conference Room A
URL: click for more info
Description: John will cover estate planning basics, the most recent laws, wills vs. trusts and creative strategies to consider using when planning your estate.
WALT's instructional fee of $10 is payable upon registration or on arrival.
PEACE OF MIND WORKSHOP
Date: 10/14/10
Time: 6:00 p.m. to 8:00 p.m.
Location: LE YACA RESTAURANT, Kingsmill Village Shops, Williamsburg, VA
Email: psadler@WilliamsburgEstatePlanning.com
Description: PLEASE ALLOW JOHN TO BE YOUR HOST FOR A DELICIOUS DINNER, WITH A CHOICE OF THREE ENTREES, AND AN EDUCATIONAL WORKSHOP ON ESTATE PLANNING FOR...FREE!
PEACE OF MIND WORKSHOP
Date: 05/06/10
Time: 06:00 p.m. to 8:00 p.m.
Location: CITIES GRILLE, GOVERNOR'S GREEN SHOPPING CENTER, WILLIAMSBURG, VA
Email: psadler@WilliamsburgEstatePLanning.com
Description: PLEASE ALLOW JOHN TO BE YOUR HOST FOR AN EVENING OF DINNER AND AN EDUCATIONAL WORKSHOP ON ESTATE PLANNING FOR....FREE!
Williamsburg Area Learning Tree (WALT) CLASS: ESTATE PLANNING FOR THE NEW AGE
Date: 03/02/10
Time: 6:00 p.m. to 8:00 p.m.
Location: Wburg Chamber of Commerce Building, Conference Room A
Email: psadler@WilliamsburgEstatePlanning.com
Description: John will cover estate planning basics, the most recent laws, wills vs. trusts and creative strategies to consider using.
PLANNING FOR YOUR NON-PROFIT'S FUTURE: ESTATE & ENDOWMENT PLANNING PANEL DISCUSSION
Date: 02/25/10
Time: 5:30 p.m. to 7:00 p.m.
Location: TBA
URL: click for more info
Email: karen@NetworkWilliamsburg.com
Description: Ideal for the Board, Development staff, and long-term donors of non-profit organizations. Features a panel of leading professionals in estate and endowment planning, insurance and investment tools and accounting.
PEACE OF MIND seminar
Date: 02/03/10
Time: 6:00 p.m. to 8:00 pm.
Location: Cities Grille, Govenors Green Shopping Center, Williamsburg
Email: psadler@WilliamsburgEstatePlanning.com
Description: John is your host for dinner and a workshop on current estate plannin issues, as well as upcoming changes in tax law.
PEACE OF MIND seminar
Date: 01/28/10
Time: 6:00 p.m. to 8:00 p.m.
Location: Cities Grille, Governors Green Shopping Center, Williamsburg
Email: psadler@WilliamsburgEstatePlanning.com
Description: John is your host for dinner and a workshop to discuss current estate planning issues, as well as upcoming changes in the laws.
GUEST SPEAKER: ESTATE PLANNING FOR THE NEW AGE
Date: 11/17/09
Time: 6:00 p.m.
Location: CENTER STREET GRILL, NEW TOWN
URL: click for more info
Description: 30 minute segment on estate planning, hosted by Verena at the Reserve, senior lifestyle residences, in the New Town development in Williamsburg.
W.A.L.T. (Williamsburg Area Learning Tree) INSTRUCTOR
Date: 10/28/09
Location: CHAMBER OF COMMERCE BUILDING, CONFERENCE ROOM A
Email: jsadler@williamsburgestateplanning.com
Description: A class offering a thorough overview of the estate planning process and your options.
GUEST SPEAKER: ESTATE PLANNING FOR THE NEW AGE
Date: 10/06/09
Time: 7:00 p.m.
Location: LONGHILL GATE CLUBHOUSE
Email: jsadler@williamsburgestateplanning.com
Description: Guest Speaker with Brad Stewart of Stevens Financial Partners for a joint planning seminar.
NETWORK WILLIAMSBURG: A NETWORKING EVENT
Date: 09/17/09
Time: 5:30 p.m. to 7:00 p.m.
Location: QUEENS LAKE CLUBHOUSE
Description: Network After Hours returns this fall with an event hosted by Williamsburg Estate Planning on Thursday, September 17 at the Queens Lake Clubhouse on the scenic Queens Creek in Williamsburg.
PEACE OF MIND Seminar
Date: 05/05/09
Time: 6:00 p.m. to 8:00 p.m.
Location: Cities Grille, Williamsburg, VA
URL: click for more info
CASA (Court Appointed Special Advocate) Blue Elephant Affair
Date: 05/02/09
Location: Walsingham Academy
URL: click for more info
Description: Proud sponsor of second annual CASA (Court Appointed Special Advocate) Blue Elephant Affair being held on Saturday, May 2, 2009 at Walsingham Academy to support CASA's invaluable help with abused and neglected children in our community.
ESTATE PLANNING TIPS FOR THE SANDWICH GENERATION
Date: 05/01/09
Time: 6:00 p.m. to 8:00 p.m.
Location: Williamsburg Chamber of Commerce
URL: click for more info
Description: W.A.L.T. (Williamsburg Area Learning Tree) class.
PEACE OF MIND Seminar
Date: 04/30/09
Time: 6:00 p.m. to 8:00 p.m.
Location: Cities Grille, Williamsburg, VA
URL: click for more info
Luncheon Seminar with Edward Jones
Date: 04/21/09
Location: Cities Grille, Williamsburg, VA
URL: click for more info
Description: Joint Luncheon Seminar with Edward Jones
financial representative at Center Street Grill, Tuesday, April 21st
