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Upcoming Events

Free Legacy Wealth Planning Seminar1

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Past Events

Medicaid Planning Seminar

Medicaid Planning Seminar

Huntersville, NC
This seminar will discuss real life estate planning concerns families face with a particular emphasis on disability, long-term care, and Medicaid qualification rules.  This seminar is an overview for seniors and their caregivers to assist them in making long-term care decisions.https://www.potter...
Thursday, March 26 2020 10:00 AM 11:30 AM

Medicaid Planning Seminar

Medicaid Planning Seminar

Charlotte, NC
This seminar will discuss real life estate planning concerns families face with a particular emphasis on disability, long-term care, and Medicaid qualification rules.  This seminar is an overview for seniors and their caregivers to assist them in making long-term care decisions. https://www.potte...
Wednesday, March 25 2020 1:00 PM 2:30 PM

Wills & Trusts: Legacy Wealth Planning Seminar

Wills & Trusts: Legacy Wealth Planning Seminar

Charlotte, NC
Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are ...
Thursday, March 19 2020 10:00 AM 11:30 AM

SECURE Act- An Explanation

SECURE Act- An Explanation

Matthews,, NC
On December 20, 2019 the SECURE Act was signed into law. John Potter will be discussing the impacts of the SECURE Act on retirement accounts, annuities, and IRA distributions. Seating will be limited, reservations are strongly recommended. The Potter Law Firm will be holding a separate seminar,...
Wednesday, March 4 2020 1:00 PM 2:30 PM

SECURE Act- An Explanation for Professionals

SECURE Act- An Explanation for Professionals

Matthews, NC
On December 20, 2019 the SECURE Act was signed into law. John Potter will be discussing the impacts of the SECURE Act on retirement accounts, annuities, and IRA distributions. This presentation is geared toward people who work with Seniors or are in the financial services industry. Seating will ...
Thursday, February 27 2020 1:00 PM 2:30 PM

Medicaid Planning Seminar

Medicaid Planning Seminar

Charlotte, NC
This seminar will discuss real life estate planning concerns families face with a particular emphasis on disability, long-term care, and Medicaid qualification rules.  This seminar is an overview for seniors and their caregivers to assist them in making long-term care decisions. Please register f...
Thursday, February 13 2020 10:00 AM 11:30 AM

Wills & Trusts: Legacy Wealth Planning Seminar

Wills & Trusts: Legacy Wealth Planning Seminar

Charlotte, NC
Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are ...
Wednesday, February 5 2020 1:00 PM 2:30 PM

Wills & Trusts: Legacy Wealth Planning Seminar (Copy)

Wills & Trusts: Legacy Wealth Planning Seminar (Copy)

Huntersville, NC
Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are ...
Wednesday, January 29 2020 10:00 AM 11:30 AM

Wills & Trusts: Legacy Wealth Planning Seminar

Wills & Trusts: Legacy Wealth Planning Seminar

Charlotte, NC
Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are ...
Wednesday, January 22 2020 1:00 PM 2:30 PM

Medicaid Planning Seminar

Medicaid Planning Seminar

Charlotte, NC
This seminar will discuss real life estate planning concerns families face with a particular emphasis on disability, long-term care, and Medicaid qualification rules.  This seminar is an overview for seniors and their caregivers to assist them in making long-term care decisions.
Thursday, January 16 2020 2:00 PM 3:30 PM

Free Legacy Wealth Planning Seminar1

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