Events for Advisors
Advisor Luncheon Meeting
THREE TOMATOES TRATTORIA 1 Court Street, Lebanon, NH, United StatesSince 1962, generous New Hampshire people have come to the New Hampshire Charitable Foundation to achieve more with their giving: Greater impact. Greater peace of mind. Greater joy. Please join Upper Valley Region Advisory Board members Tim Caldwell and Bill Thomas, and the New Hampshire Charitable Foundation for a conversation about how the Foundation can help […]
Luncheon: Secure Act (Advisors Only)
Caldwell Law Office 367 Route 120, Lebanon, NHPlease join us for a discussion about the new law! A light lunch will be served.
Repurpose Existing Life Insurance for Today’s Needs
Online , United StatesDid you know policy owners can exchange existing life insurance for cash today? Life insurance can be appraised and sold like other property assets. Learn how retirement-age policy owners can […]
Charitable Giving & Life Insurance
Online , United StatesWe are happy to host a joint collaboration between Sara Lang of NH Charitable Giving Foundation, Emilye Pelow Corbett of The VT Community Foundation and Jon Mendelsohn of Ashar Group. Together they will be looking at how your life insurance can be utilized and gifted.