Calendar of Events
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Retirement Income Planning with Bobette Scribner and Rob Johnson (Luncheon)
Retirement Income Planning with Bobette Scribner and Rob Johnson (Luncheon)
Please join us as we discuss Retirement Income Planning with Bobette Scribner and Rob Johnson on this February 26th Financial advisors Bobette Scribner and Robert Johnson will discuss the 5 risks of retirement - Longevity, overspending, market timing, inflation and health care cost, along with the different strategies to mitigate these risks. ** This event […]
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Secure Act with Caldwell Law
Secure Act with Caldwell Law
Please join us for a discussion about the new law! ** This event is currently full. If you would like to add your name to the wait-list, please either contact us at 603-643-7577 or fill out the form above. Thank you.
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The Truth about Estate Planning
The Truth about Estate Planning
The Introduction to Estate Planning workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
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Monday Morning Meet-ups
Monday Morning Meet-ups
During this short session we will answer general questions about planning. This meeting will take place virtually. You will receive a meeting invitation 1-2 days before the meeting.
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Titling for Will-based Plans (Luncheon)
Titling for Will-based Plans (Luncheon)
Join us to learn more about getting title right! Presented by Caldwell Law's Titling Coordinator Terrie Kelly. *For our Clients with Will-Based Estate Plans only please* IMPORTANT NOTICE: Until further notice, this will be held as a webinar.