Upcoming Seminars

September 23, 2019

Kim M. Smith will be presenting on Crisis Planning and Assistance at the National Business Institute Seminar, “Protecting Assets While Qualifying for Medicaid” at Four Points by Sheraton Melville Long Island. This seminar begins at 9:00am and will focus on the latest Medicaid application and asset planning tactics. Register Here.

October 8, 2019

Kim M. Smith will discuss Trust and Estate Planning Strategies to provide for you and your family during your lifetime and after your death. Most people spend decades saving for retirement, the education of children or grandchildren and providing for their families. Yet, the same people, so diligent in growing assets and managing their family affairs, often neglect to prepare an estate plan to protect their financial security and well-being during their lifetime and to distribute their estate upon their death. This seminar is at 6:00pm at Lindenhurst Senior High School.