TOP 30 Estate planning workshop in New York, New York

30 results found

Financial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals. Our team of experienced professionals provide guidance on budgeting, saving, investing, and more to help clients build a strong financial foundation. Whether you're looking to buy a home, save for retirement, or pay off debt, our services can help you navigate the complex world of finance with confidence. Visit us today to start your journey towards financial fitness.

Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.

The Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.

The Rural Law Center of New York is a legal institution located at 22 US Oval in Plattsburgh, New York. As a center dedicated to providing legal services to rural communities in the state of New York, they offer expert legal advice and representation to individuals and organizations in need. With a focus on serving those in rural areas, the Rural Law Center of New York is committed to ensuring access to justice for all. Whether you are facing a legal issue related to housing, employment, or any other area of law, the knowledgeable lawyers at this institution are here to help.

The New York Lawyers Guide is a comprehensive resource for legal professionals in the bustling city of New York. Located at 565 Plandome Road in Manhasset, this institution offers a wealth of information and support for lawyers practicing in the state of New York. From networking opportunities to continuing education courses, the New York Lawyers Guide is dedicated to helping attorneys stay informed and connected in their field. Whether you are a seasoned lawyer or just starting out in your career, this institution is a valuable resource for navigating the complex legal landscape of New York.

Welcome to the Little York Lake Preservation Society! Located in the picturesque town of Preble, New York, the Little York Lake Preservation Society (LYLPS) is dedicated to the preservation and enhancement of Little York Lake's natural beauty and ecological health. Situated on Little York Park Road, our organization is committed to fostering a clean and healthy environment for current and future generations to enjoy.

Welcome to Penn-York Real Estate, your trusted partner in finding the perfect home in the beautiful upstate New York and Pennsylvania region. Located at 8241 New York Highway 97, Cochecton, New York, we have been proudly serving the community for over 35 years as a fully licensed real estate broker. Our team is dedicated to providing professional, knowledgeable, and courteous service to all our clients. Whether you're looking for a cozy year-round home, a sprawling estate, or a picturesque plot of land, Penn-York Real Estate has the expertise to guide you every step of the way. Our properties are ideally situated for enjoying the vibrant lifestyle of the Poconos, with easy access to shops, skiing, water parks, state parks, and lakes. Experience tranquil living with our homes nestled on spacious lots offering privacy and breathtaking views.

Welcome to NB Elite Realty LLC: Your Premier 100% Commission Real Estate Brokerage Located at 138 Cargo Plaza, Queens, New York 11436, NB Elite Realty LLC stands as a leading full-service, investor-friendly real estate brokerage dedicated to empowering agents and clients alike. With a robust network of over 1000 agents across Texas, Florida, New York, Illinois, and California, we are rapidly expanding our reach nationwide.

Welcome to LIREIA (Long Island Real Estate Investor Associations), your premier destination for real estate investing success on Long Island and beyond. Located at 5018 Express Drive South, Lake Ronkonkoma, New York, LIREIA is more than just a real estate agency; it is a thriving community dedicated to empowering both new and seasoned investors with the knowledge, resources, and connections needed to excel in the real estate market. At LIREIA, we believe that real estate investing is a team sport. Our mission is to provide a supportive and educational environment where you can gain the insights and skills necessary to grow your real estate portfolio. With over a decade of experience, our mentoring program has successfully guided over 200 investors, with many transitioning to full-time investing careers.

Chapin Commons is a state-of-the-art institution located at 700 Health Sciences Drive in Stony Brook, New York. This modern facility offers a variety of amenities and services to support the health and well-being of its visitors. From fitness classes and wellness programs to recreational activities and educational workshops, Chapin Commons is dedicated to promoting a healthy lifestyle for all. Whether you are looking to improve your physical fitness, mental health, or overall well-being, Chapin Commons is the perfect place to achieve your goals. Visit us today and discover all that we have to offer!

Markets Group is a finance institution located at 44 East 32nd Street in New York, New York, United States. They specialize in providing expert financial services and solutions to a wide range of clients. With a team of experienced professionals, Markets Group is dedicated to helping individuals and businesses navigate the complex world of finance and investments. Their comprehensive approach and personalized strategies ensure that each client receives tailored advice and support to help them achieve their financial goals. Whether you are looking to grow your wealth, manage your investments, or plan for the future, Markets Group is here to help you every step of the way.

Purchase Community House is a vibrant hub of activity located at 3095 Purchase Street in Harrison, New York. This institution serves as a gathering place for the local community, offering a wide range of programs and services for individuals of all ages. From fitness classes to art workshops, educational seminars to social events, Purchase Community House is dedicated to enriching the lives of its residents. Whether you're looking to meet new friends, learn a new skill, or simply relax and unwind, this welcoming institution has something for everyone. Come visit Purchase Community House and discover all that it has to offer!

Homeownership Academy Binghamton is a prestigious school located at 21 New Street in Binghamton, New York, United States. This institution is dedicated to providing comprehensive education and resources to individuals looking to achieve the dream of homeownership. With expert instructors and a wide range of courses, Homeownership Academy Binghamton offers the knowledge and skills needed to navigate the complexities of purchasing and maintaining a home. Whether you are a first-time homebuyer or looking to expand your real estate knowledge, this academy is the perfect place to start your journey towards homeownership.

UTBF, located at 155 Buff Road in Cochecton, New York, is a renowned institution dedicated to providing high-quality education and training programs. With a focus on innovation and excellence, UTBF offers a wide range of courses and workshops designed to prepare students for success in their chosen fields. The institution's state-of-the-art facilities and experienced faculty members ensure that students receive a comprehensive and valuable learning experience. Whether you are looking to further your education or enhance your skills, UTBF is the perfect place to achieve your academic and professional goals.

Main Street Success is a premier institution located at 47 West Main Street, Smithtown, New York, United States. We offer industry-leading courses and online learning to help you excel in the real estate industry. Whether you join our CE Classes online via Zoom or in person, we have a variety of options to help you maintain your license and expand your knowledge. Our courses are designed to help you earn more and work more efficiently, with a focus on meeting state regulatory requirements. We want only the best for you, which is why we provide excellent courses to help you become a top-notch real estate agent.

The Financial Guys is an independent wealth management firm located at 305 Spindrift Drive in Williamsville, New York. They specialize in providing investment and insurance services for individuals, families, and businesses. Their goal-based and comprehensive approach helps clients develop a personalized financial strategy. The Financial Guys are committed to putting their clients first and offering a wide range of financial products and services. They also support Western New York Veterans through donations. The firm offers workshops and classes on various financial topics, such as taxes, retirement planning, and estate planning. Securities are offered through Peak Brokerage Services, LLC. Residents of select states are eligible for investment products and services. The Financial Guys encourage prospective clients to take a short questionnaire to determine their Risk Score and find the right investment strategy for them.

Kevin Ward is a reputable physiotherapy institution located at 2333 New York 19 in Warsaw, New York. Our dedicated team of health professionals is committed to providing top-quality care and treatment to help patients recover from injuries, manage chronic conditions, and improve overall physical well-being. With state-of-the-art equipment and personalized treatment plans, Kevin Ward is the go-to destination for anyone seeking expert physiotherapy services in the United States.

The Shaker Heritage Society, located at 25 Meeting House Road in Albany, New York, is a museum and tourist attraction dedicated to preserving the history and culture of the Shakers. The Society offers educational programming for all ages, including school programs and adult programs. Visitors can explore the historic grounds and buildings, including the 1915 Shaker Barn and the 1848 Meeting House, which are available for events and rentals. The Society also hosts craft fairs, lectures, workshops, and other events throughout the year to educate the public about the Shakers and their influence on American history. Visitors can read curated articles on the Society's blog, Virtual Watervliet, to learn more about Shaker lifestyle and preservation efforts.

Ward Arcuri Foley & Dwyer is a law firm located at 2973 New York 28, Old Forge, New York, United States. With a focus on estate planning, Medicaid planning, real estate, business, and corporate law, the firm is dedicated to protecting the assets and aspirations of its clients. Drew Ward and Michael Arcuri, with over 50 years of combined experience, lead a team that prioritizes personalized service and one-on-one consultations to understand and meet the legal needs of each individual. The firm also offers workshops on FREE Medicaid Requirements and the Importance of Estate Planning to educate the community on essential legal matters. Additionally, Ward Arcuri Foley & Dwyer provides services for corporations and LLCs to ensure compliance with the Corporate Transparency Act. With locations in New Hartford, Old Forge, and New York City, the firm is committed to serving clients at every stage of life and providing comprehensive legal solutions for estate planning, real estate transactions, business strategies, and more. Trust in Ward Arcuri Foley & Dwyer to protect and guide you through all your legal needs.

Threehouse Law Firm, P.C. is a legal institution located at 154 North Union Street in Olean, New York, United States. Our firm focuses on providing high quality legal services tailored to meet the core needs of you and your family. Specializing in estate planning, asset protection, elder law, probate & trust administration, and Medicaid qualification, we are here to support you through the process of planning your estate, navigating the sickness of a loved one, or managing a loved one's affairs after their passing. At Threehouse Law Firm, we understand that these areas of law can be complex and often arise during challenging times. That's why we emphasize a team approach, working alongside your trusted advisors and professionals to ensure that your goals are met and your planning objectives are satisfied without unnecessary complication. We welcome financial advisors, CPA's, and insurance professionals to attend our free workshops and meetings to help you achieve peace of mind.

The Morgan Legal Group PC in Staten Island, NY is a team of skilled professionals dedicated to providing personalized and high-quality legal services tailored to each client's individual needs. Unlike large law firms, clients have direct access to attorneys who are ready to assist with any questions or concerns. Specializing in estate planning, the attorneys at Morgan Legal Group possess extensive knowledge and experience in this area of law. With certifications and advanced training in estate planning, clients can trust that the firm's team has the expertise needed to create tailored solutions for their estate planning needs.

The Law Offices of Juliet Cohen, P.C. is a trusted institution located at 105-19 Metropolitan Avenue in New York, United States. Specializing in Elder Law, Trusts and Estates, Probate & Administration, our dedicated team is committed to protecting everything you own and everyone you love. Attend our FREE Estate Planning Workshop to learn how to safeguard your assets and provide for your loved ones. With a well-drafted estate plan in place, you can ensure that your estate passes to your chosen beneficiaries without the need for probate, minimizing costs and ensuring your wishes are carried out.

Louis W. Pierro, Esq. - Pierro Law Group is a trusted institution located at 43 British American Boulevard in Latham, New York, United States. Specializing in health and legal services, the Pierro Law Group, also known as Pierro, Connor & Strauss, LLC, offers expert counsel in estate and trust planning, special needs, elder law, business and tax planning. With a team of experienced attorneys, paralegals, and staff, led by partners Louis Pierro, Aaron Connor, Peter Strauss, and Caryn Keppler, the institution provides personalized legal planning to protect assets, create legacies, and plan for long-term care. Serving clients in New York, New Jersey, Massachusetts, Connecticut, and Florida, the firm offers a wide range of legal services in various practice areas. Through free educational workshops and seminars, the Pierro Law Group aims to empower individuals and families to make informed decisions about their future, particularly in the areas of elder care and estate planning. The firm's commitment to excellent customer service, professionalism, and integrity has garnered praise from clients, who appreciate the compassionate and thorough guidance provided by the team. Whether navigating the complexities of Medicaid, estate administration, or business planning, the Pierro Law Group is dedicated to supporting clients through life's challenges with expertise and care.

Melville Law Center is a prestigious legal institution located at 225 Old Country Road in Melville, New York. Our center is committed to providing top-notch legal services and education to our clients and students. Our team of experienced attorneys and legal professionals offer a wide range of legal services, including consultations, representation, and advocacy. We also provide workshops, seminars, and continuing legal education programs to help individuals and professionals stay informed and up-to-date on the latest legal trends and developments. Visit Melville Law Center today for all your legal needs.

Asset Protection Training, located at 110 Wall Street in New York City, is a leading institution specializing in finance and wealth preservation strategies. Led by Rob Lambert, a highly experienced professional in the field, the institution offers comprehensive training on asset protection, including the formation of Limited Liability Companies (LLC) and offshore trusts in countries like Belize. With a focus on debunking myths and providing straightforward information, Asset Protection Training aims to empower individuals to make informed decisions about safeguarding their wealth. Whether you are a beginner or have experience in asset protection planning, the institution offers valuable resources such as training videos and expert guidance to help you navigate the complexities of the financial landscape. Contact Asset Protection Training today to start building a solid protection plan for your assets and securing your financial future.

PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.

The Jamestown Renaissance Corporation, located at 200 East 3rd Street in Jamestown, New York, is at the forefront of the city's small city renaissance. This organization is dedicated to fostering a community that embraces change and innovation, with a focus on revitalizing the area and nurturing new ideas. Currently, a storefront/office space at 215 Spring St is available for lease, offering a prime location near City Hall and the Reg Lenna Center for the Arts. The Jamestown Renaissance Corporation also offers the Building and Business Improvement Program (BBIP) to assist businesses and building owners in adapting and improving their properties. Additionally, the organization collaborates with local partners to create outdoor public art galleries and hosts events such as the Third Thursday concert series and the Whirlybird Music & Arts Festival. With a new Executive Director, Frank Besse, at the helm, the Jamestown Renaissance Corporation is committed to continuing its mission of revitalizing and enhancing the community.

Welcome to the Jack Brause Library, your premier resource for real estate education and research in the heart of Manhattan. Conveniently located at 11 West 42nd Street, New York, our library offers an extensive collection of materials and resources tailored to meet the needs of students, professionals, and anyone with an interest in the real estate industry. At the Jack Brause Library, you’ll find a comprehensive array of books, journals, and digital resources that cover a wide range of topics including real estate development, finance, management, and urban planning. Our knowledgeable staff is dedicated to providing personalized assistance, ensuring you have access to the information and tools you need for your projects and studies.

Welcome to Prestige Family Realty, your trusted partner in navigating the dynamic world of real estate in Western New York. Conveniently located at 67 Mead Street, North Tonawanda, New York, we are a dedicated real estate agency ready to assist you in buying, selling, or investing in properties. Though Prestige Family Realty is a relatively new name in the industry, our foundation is built on decades of expertise. Our owners, Scott Walters and Jill Welfare, bring over 50 years of combined experience to the table. Scott has been a prominent figure in the foreclosure industry for over 40 years, helping everyone from first-time buyers to seasoned investors. Jill's extensive experience in the retail side of real estate has been instrumental in transforming SAW Commission Cutters into one of the fastest-growing real estate companies in Western New York.

Welcome to WNY Premier Realty, your trusted real estate agency in Western New York. Located at 3140 Sheridan Drive, Amherst, NY 14226, we have been proudly serving the vibrant communities of Erie and Niagara Counties since 2007. Our team of dedicated agents is committed to providing a personalized and customized service experience for both buyers and sellers. Unlike larger brokers, we prioritize building meaningful relationships with our clients, treating each one like family. At WNY Premier Realty, we understand the intricacies of the local market and work closely with local lenders to support our buyers in finding their dream homes. Our sellers benefit from competitive commission rates and flexible listing agreements, ensuring a seamless selling experience. We invite you to explore our featured properties in Amherst, Williamsville, Buffalo, Clarence, Grand Island, and North Tonawanda, where our local experts are ready to assist you.