Lifeplan™ Luncheons
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 […]
Third Tuesday Titling Copy Copy
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 […]
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.
Digital Asset Review Workshop
Have you ever wondered how your digital assets are managed when you are unable to manage them yourself? What happens to all your online accounts when you die? In today’s […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Tom Weir, our Titling Coordinator via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! […]