Workshops

Oviedo Learning Center Workshops

The Law Offices of Hoyt & Bryan are committed to educating the community on the basics of Estate and Medicaid planning. We recommend our clients attend an educational workshop prior to scheduling an appointment to better prepare them for a consultation; however, attending a workshop is optional. Please email info@HoytBryan.com for more information or to request a private speaking engagement for 10 or more people of any of the topics below.

The following workshops are complimentary and will be held at:
The Law Offices of Hoyt & Bryan
The Learning Center
254 Plaza Drive, Oviedo, FL 32765

If you would like to attend a workshop at our Altamonte Springs office click here.

To RSVP:
Please click on the Register Here link to register for a workshop, 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


Professional Advisor Lunch & Learn
Tuesday, November 6, 2018 at 12:00 p.m. Register Here

Hoyt & Bryan hosts a monthly complimentary Lunch & Learn workshop the first Tuesday of every month. These valuable information sessions will be taught by the team at Hoyt & Bryan. Financial professionals, CPAs, and Senior Service Providers are welcome. Lunch is included. Feel free to bring a colleague!

Time: 12:00 p.m. – 1:00 p.m.
Location: The Learning Center – The Law Offices of Hoyt & Bryan, 254 Plaza Drive, Oviedo, FL 32765

The Truth About Estate Planning
Thursday, November 15, 2018 at 9:30 a.m. Register Here

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. (approx. 2 hours). Reservations required.

The Truth About Medicaid Planning
Wednesday, November 7, 2018 at 9:30 a.m. Register Here

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is 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. (approx. 3 hours). Reservations required.

The Truth About Veterans Benefit Planning
TBD

This workshop is intended to provide an overview of Veteran’s benefits to help you understand the eligibility criteria and benefits available to qualifying Veterans. We will explore medical benefits, service connected disability compensation and non-service connected pension benefits. Our program will emphasize the non-service connected pension program, which is the primary VA program that provides financial assistance for long-term care related expenses, including in-home care, assisted living and, in some cases, nursing home.

What To Do When Someone Dies
Co-Hosted by Baldwin Brothers, Winter Park, Florida

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 Pet

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 protecting your pets. Reservation Required.

Women in Transition

Based on the book, Women in Transition: Navigating the Legal and Financial Challenges in your Life, this workshop 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, October 16, 2018 at 6:00 p.m. Register Here

Based on the book, Special People, Special Planning – Creating a Safe Legal Haven for Families with Special Needs this workshop explores concerns related to 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. Reservations Required.

Loving Without A License
TBD

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
TBD

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
TBD

This complimentary workshop is a MUST for all clients approaching age 70 1⁄2. 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.

Opportunities In Estate Planning
16 CE, CFP, CPE Credits
TBD

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.
Fee: $250.00/person
Included:
– light breakfast and lunch (2 days)
– course materials

Course length: 2 days
Time: 9:00 am – 5:00 pm
Location: Law Offices of Hoyt & Bryan, LLC, 254 Plaza Drive, Oviedo, FL 32765

Contact: Tiffany Waters, 407-977-8080, Tiffany@HoytBryan.com

One Senior Place Workshop

The Law Offices of Hoyt & Bryan are committed to educating the community on the basics of Estate and Medicaid planning. We recommend our clients attend an educational workshop prior to scheduling an appointment to better prepare them for a consultation; however, attending a workshop is optional. Please email info@HoytBryan.com for more information or to request a private speaking engagement for 10 or more people of any of the topics below.

The following workshops are complimentary and will be held at:
One Senior Place
715 Douglas Avenue, Altamonte Springs, FL 32714

If you would like to attend a workshop in our Oviedo office click here.

To RSVP:
Please click on Register Here link to register, call 407-977-8080 or e-mail info@HoytBryan.comfor more information.
*All workshops are available by special request or for private speaking engagements for 10 or more people.

*New Changes In VA Law* Register to Attend a New Workshop

Wednesday, October 24, 2018 at 2:00 p.m. Register Here

On September 18, 2018 the VA published new rules that will dramatically change the rules to qualify for the Aid & Attendance benefit to help pay for long-term care related expenses. Join us for to learn how the rules will change the planning landscape. Included among the topics we will discuss are:

  • Implementation of a 36-month “lookback” with penalties up to 5 years!
  • Changes to the net worth calculation allow Veterans to keep more assets while still qualifying for Aid & Attendance benefits
  • Restrictions on the use of immediate annuities
  • Changes related to exclusion of the primary residence
  • New definitions of “Activities of Daily Living” and “Custodial Care” and how it impacts facility costs for unreimbursed medical expenses

The new rules become effective on October 18, 2018 and will apply to all applications for non-service connected pension benefits with aid and attendance filed on or after that date. Register now to be sure you understand how the new rules impact your planning and steps to consider moving forward.

The Caregiving Years: Six Stages To A Meaningful Journey
Thursday, November 1, 2018 at 10:00 a.m. Register Here

Are you taking care of an aging or ill parent or family member? How nice would it be to have a road map for your care giving journey? Join us at One Senior Place for “The Caregiving Years: Six Stages to a Meaningful Journey” that will provide you with an overview of the six stages of care giving. You, the caregiver, will clearly identify your journey in these stages. This workshop will be presented by Toni Gitles, Certified Caregiving Consultant and Educator and owner of Heart Light Enterprises, LLC.

The Truth About Estate Planning:
Tuesday, October 30, 2018 at 9:30 a.m. Register Here
Tuesday, November 27, 2018 at 2:00 p.m. Register Here

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 (approximately 2 hours). Reservations required.

The Truth About Medicaid Planning:
Tuesday, October 30, 2018 at 2:00 p.m. Register Here
Tuesday, November 27, 2018 at 9:30 a.m. Register Here

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 (approx. 3 hours) Reservations required.