Estate and Financial Planning Workshop -- March 20, 2011

It’s All About Family!
Have You Protected Them?

Life is Complicated Enough …
Protecting Your Family Shouldn’t Be.

Find out more at our Free Workshop on March 20, 2011!

Come prepared to experience an informative, engaging and thought-provoking review of your options. Avoid the pitfalls of poor planning and learn how to design effective estate and financial plans that work together! Call (631) 265-1700 to reserve your seat today!

WHY YOU SHOULD ATTEND?
• If you want to protect your family and assets upon your death or disability.
• If you want to protect your family’s inheritance from creditors, divorce and remarriage.
• If you don’t have an estate plan or your estate plan is more than three years old.
• If you don’t understand Wills, Trusts, Powers of Attorney, Health Care Proxies, Living Wills and Probate.
• If you are worried about how to pay for your long-term care.
• If you are not sure what Medicaid is or how to qualify.
• If you do not think your assets are being properly managed and invested.

WHAT YOU WILL LEARN:
• What estate planning is and why it is necessary.
• How to stay in control of your assets without giving them away.
• How to protect your assets from creditors, divorce and lawsuits.
• Why many estate and financial plans simply don’t work and how to make yours effective, timely and flexible.
• The real Medicaid rules and how to become eligible.
• How to remain home without stress on your family should you need long-term care.
• How to organize your finances and grow your nest egg.
• All about the collaborative, holistic approach to estate, tax and financial planning.

Wendy K. Goidel, Esq.
Founding and Managing Partner
Estate Planning & Elder Law Center,
A Division of Kenney, Goidel, Wrenn & Schmid, LLP
(631) 265-1700

Scott B. Zuckerman, ChFC®, CFS®, CLU®
President / CEO
Wexford Financial Strategies
(212) 536-6000

Jeffrey T. Spiegel, CPA

Certified Public Accountant

(631) 724-1725

March 20, 2011 • 4:00 - 6:00 p.m.
Hilton Long Island
598 Broadhollow Road (Route 110), Melville, NY 11747

Reserve your seat today. Refreshments will be served. No products or services will be sold.
Call (631) 265-1700