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September 2019

Regional Networking Mixer for Professionals

September 19, 2019 @ 4:30 pm - 7:00 pm
Rosebrook Event Center, 50 Rosebrook Pl
Wareham, MA United States
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Professionals - Join us on Thursday, September 19th 4:30 – 7:00 Regional Networking Mixer at Rosebrook Event Center, Wareham Sponsored by Vibra Hospital of Southeastern Massachustts and Surprenant & Beneski Estate Planning Space is limited. Register Now! There are so many wonderful networking groups supporting healthcare, the aging and special needs population throughout Southeastern MA and Cape Cod. We’re hosting this event so we can get those groups together for a mix and mingle! Invite team members to join, too!…

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Trust Planning – Atria Woodbriar, Falmouth

September 26, 2019 @ 5:30 pm - 7:00 pm
Atria Woodbriar, 339-389 Gifford Street
Falmouth, MA 02540 United States
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Trust Planning - Atria Woodbriar, Falmouth. As part of a well-crafted estate plan, a trust can address many issues, depending on the trust language. If you are contemplating how to ensure the preservation and protection of your assets, please join us at this FREE educational event! You will learn about two types of trusts: revocable and irrevocable and more detail about how trusts can be used to achieve the following goals: Reduce taxes Protect minor children Protect your adult children's…

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October 2019

Get Your Ducks in a Row – Harbor Health Services, Brockton

October 15, 2019 @ 3:00 pm - 4:30 pm
Harbor Health Sevices, 479 Torrey Street
Brockton, United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…

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November 2019

Get Your Ducks in a Row – Residence Inn, Bridgewater

November 12, 2019 @ 5:30 pm - 7:00 pm
Residence Inn, Bridgewater, MA, 2020 Pleasant Street
Bridgewater, MA 02324 United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…

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Get Your Ducks in a Row – Double Tree, Hyannis

November 20, 2019 @ 2:00 pm - 3:30 pm
Hyannis Double Tree, 287 Iyannough Rd
Hyannis, MA 02601 United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…

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December 2019

Preparing to Pay for Assisted Living: Rachel’s Lakeside, Dartmouth

December 3, 2019 @ 5:30 pm - 7:00 pm
Rachel’s Lakeside, 950 State Road
Dartmouth, MA 02747
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Please Join Us…FOR A FREE EDUCATIONAL DINNER SEMINAR “PREPARING TO PAY FOR ASSISTED LIVING” Learn important information for your loved ones and/or yourself! Presented by: All American, Wareham • Coastal Financial • Surprenant & Beneski Come learn from the experts! Topics we will cover include: Difference between Assisted Living & Skilled Nursing Who can benefit from Assisted Living and how National / Regional trends in long-term care costs Payment options for long-term care (including long-term care insurance) Why it’s important…

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Get Your Ducks in a Row – Wamsutta Club, New Bedford

December 12, 2019 @ 2:00 pm - 3:30 pm
Wamsutta Club, 427 County Street
New Bedford, MA 02740 United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…

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January 2020

Get Your Ducks in a Row – Wamsutta Club

January 15, 2020 @ 5:30 pm - 7:00 pm
Wamsutta Club, 427 County Street
New Bedford, MA 02740 United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! At the educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term care costs Clarity in…

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Get Your Ducks in a Row – Raynham Courtyard Mariott

January 21, 2020 @ 5:30 pm - 7:00 pm
Raynham Courtyard Marriott, 37 Paramount Dr
Raynham, MA 02767 United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! At the educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term care costs Clarity in…

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February 2020

Estate Planning 101 – Hyannis DoubleTree

February 6, 2020 @ 5:30 pm - 7:00 pm
Hyannis Double Tree, 287 Iyannough Rd
Hyannis, MA 02601 United States
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At this FREE educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term care costs Clarity in the difference of Medicaid eligibility requirements and tax rules as it applies to the dreaded “look back” period Understand the difference…

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