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 […]
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 […]
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. She is the mother of 5 children, aged 27 to 19. Kim founded her business, Homevues, when she recognized the wide-spread need of multi-aged people […]