Lifeplan™ Luncheons
Getting Title Right! Presented by Terrie Kelly
Online , United StatesJoin us to learn more about getting title right! Presented by Caldwell Law's Titling Coordinator Terrie Kelly. *For individuals with Trust-Based Estate Plans only please. IMPORTANT NOTICE: Due to the Covid-19 virus, the event being offered will be held as a web-based workshop and not an in-house Workshop as originally planned until further notice.
Senior Fraud Prevention
Online , United StatesWe are living longer than at any time in our history. We need to learn to make decisions and enlist assistance to keep our finances safe. Join us as Tori […]
Estate Settlement: Fact or Fiction? Presented by Pam Brackett
Online , United StatesSettlement--Fact or Fiction? Probate is not a 4 letter word! Join us as we answer questions such as - When is Probate required? What does "settling your estate" mean? What happens […]
Downsizing with Kim Stern
Online , United StatesPlease join us! We will be discussing downsizing with Kim Stern. Kim Stern has been an Upper Valley resident since 1993 when she and her husband re located from NYC. […]
Five Things You Should Know About Asset Ownership
Online , United StatesJoin us via Zoom as we discuss 5 important topics you should know about asset ownership! IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. Prior to the […]