Lifeplan™ Luncheons
Dartmouth Dementia Directive Presented by Dr. Robert Santulli
Online , United StatesDr. Santulli is an honorary professor of psychiatry at the Geisel School of Medicine at Dartmouth College. He has been working with colleagues to develop a dementia directive, dubbed the […]
Third Tuesday Titling Tutorial
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to answer […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to answer […]
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 at my death? What is the difference between an Executor and a Trustee? What are the immediate tasks of an Executor or Trustee? What does "distributing […]
Investment Workshop
Online , United StatesExplore the ins and outs of investing for retirement. This educational workshop will have something for everyone. From understanding risk to exploring various investment vehicles to managing market volatility, he will work to paint a clearer picture of how you can grow and maintain a nest egg by investing it.