The following workshops are complimentary and will be held at: The Law Offices of Hoyt & Bryan, LLC The Learning Center 254 Plaza Drive, Oviedo, FL 32765
To RSVP: Please fill out the form below, call 407-977-8080 or e-mail info@HoytBryan.com for more information.
*All workshops are available by special request or for private speaking engagements for 10 or more people
Advisor Lunch & Learn Tuesday, March 6, 2012 at 12:00 p.m. Tuesday, April 3, 2012 at 12:00 p.m. Tuesday, May 1, 2012 at 12:00 p.m. Hoyt & Bryan, LLC plans to host a complimentary Lunch & Learn workshop the first Tuesday of every month. These valuable information sessions will be taught by the team at Hoyt & Bryan, LLC or a guest speaker. This lunch is intended for financial professionals. A light lunch will be included. Time: 12:00pm - 1:00pm Location: The Learning Center - Law Offices of Hoyt & Bryan, LLC, 254 Plaza Drive, Oviedo, FL 32765
Truth About Estate Planning
Thursday, February 16, 2012 at 9:30 a.m. Tuesday, February 28, 2012 at 6:00 p.m. Tuesday, March 13, 2012 at 6:00 p.m. Thursday, March 29, 2012 at 9:30 a.m. Thursday, April 12, 2012 at 6:00 p.m. Tuesday, April 24, 2012 at 9:30 a.m. Tuesday, May 15, 2012 at 9:30 a.m. Thursday, May 31, 2012 at 6:00 p.m.
This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. By attending the workshop you are entitled to receive a reduced rate of $100.00 for your initial consultation (approximately 2 hours). Reservations required.
Truth About Medicaid Planning Wednesday, March 7, 2012 at 9:30 a.m Wednesday, April 4, 2012 at 9:30 a.m Wednesday, May 2, 2012 at 9:30 a.m
As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. By attending the workshop you are entitled to receive a reduced rate of $250.00 for your initial consultation. Light refreshments will be served. (approx. 3 hours) Reservations required.
What To Do When Someone Dies Co-Hosted by Baldwin Fairchild Tuesday, July 24, 2012 at 6:00 p.m. Tuesday, November 20, 2012 at 6:00 p.m.
At this workshop we will review the step-by-step process you need to know before and after losing a loved one,which includes: pre-need funeral planning, the probate and estate administration process, along with frequently asked questions. Reservations required.
Planning For Your Pets
Thursday, May 10, 2012 at 6:00 p.m. Thursday, September 13, 2012 at 6:00 p.m.
Animal companions… your pets… "your children." Whatever you call them, they are dearly loved family members. Our pets come in all shapes and sizes — from horses to hamsters, from ferrets to felines — they inhabit our hearts with their own unique personalities. They share day-to-day struggles, adventures, and special moments with us. We share our homes, our beds and our hearts with our pets. We worry about our pets. They leave us with a legacy of happy memories after they’re gone. Our pets love us unconditionally, help reduce stress and even enhance longevity. For all these reasons and so many more, you should explore all the alternatives for planning. Reservation Required.
Women in Transition
Wednesday, March 21, 2012 at 6:00 p.m. Thursday, August 9, 2012 at 6:00 p.m.
Based on the book, Women in Transition: Navigating the Legal and Financial Challenges in your Life, this workshop presented by co-author Peggy Hoyt, focuses on every woman as she moves from one phase of life to another. Whether she is living with parents, on her own, in a committed relationship, experiencing widowhood or divorce, each transition presents potential areas of vulnerability with personal, legal and financial lessons, opportunities and challenges. This workshop will teach you how to build your own solid foundation to protect yourself and the people and things you cherish. Reservations required.
Special People, Special Planning
Tuesday, February 21, 2012 at 6:00 p.m. Tuesday, June 19, 2012 at 6:00 p.m. Tuesday, October 23, 2012 at 6:00 p.m.
Based on the book, Special People, Special Planning, this workshop, presented by co-author Peggy Hoyt, is about creating a financial and legal blueprint to address the special person’s unique personal and social needs. Families of people with special needs face planning challenges that accompany longer life expectancies - a future without full independence - and the need to maintain an outstanding quality of life. You will gain an overview of the three main federal disability programs and learn how to create a customized, comprehensive plan for your special person. Reservation Required.
Other Workshop Topics
Zero Estate Tax Planning
The year 2011 will bring a lot of changes - especially the sunset of the current estate tax laws. Effective January 1, 2011, the estate tax exemption will return to $1,000,000. This means an individual can leave only $1,000,000 estate tax free. The tax rates for assets exceeding the exemption will be 55%! Join us for this information program on both traditional and innovative ways you can reduce or eliminate the estate tax forever!
A Matter of Trust
Tuesday, April 17, 2012 at 6:00 p.m. Thursday, November 29, 2012 at 6:00 p.m.
This workshop will draw your attention to the little know fact that estate planning is not just about the legal documents, it is all about the personal instructions we leave to our loved ones in the event of out disability or death. We will discuss Living Wills, Ethical Wills, Memorial Instructions, and Property Memorandums, to name just a few.
Loving Without A License
Loving Without a License - An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners explores the unique estate planning challenges of unmarried couples and same sex partners – life alliance partners. Discover the estate planning techniques and directives that allow you and your partner to protect yourselves and each other. Traditional estate planning focuses on solutions for married couples or for singles. What about the unique challenges faced by unmarried, yet committed partners? The number of life alliance partners continues to grow, with an ever-increasing demand for laws, protections and services designed specifically to address their specific estate planning needs. Step-by-step, Loving Without a License, provides guidance, insight and solutions for people genuinely concerned about creating a comprehensive estate plan that does one thing – accomplishes your goals.
Exit Planning: Business Succession
This complimentary workshop is designed to educate business owners about the importance of succession planning for their business – generally one of their largest assets. Nationwide, more than 70% of all businesses fail to survive to the second generation. Who will run your business in the event of your disability or death? Where will the money come from to provide the liquidity for your estate? Do you have a realistic view of the value of your business?
Retirement Planning
This complimentary workshop is a MUST for all clients approaching age 701⁄2. We will discuss in detail the “Stretch IRA” including the changes implemented by the IRS with the final regulations in 2002. There were substantial changes in 2002 and 2003 in the retirement planning arena. Even if you have attended a Retirement Planning Workshop before, you should attend again to get updated.
16 CE, CFP, CPE Credits: Opportunities in Estate Planning
This course is specifically designed to teach professional advisors how to utilize proven, cutting-edge estate planning techniques while becoming a leader in the impending transfer of wealth from generation to generation. You will have a unique opportunity to experience fresh and powerful planning ideas and techniques. While this course could be presented in the typical continuing education format, we have chosen to present these concepts from the perspective that really matters: the client's perspective.
Course scheduled upon request, ten (10) person minimum.
