Workshops
Calendar of Events
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2 events,
Luncheon: Secure Act (Advisors Only)
Luncheon: Secure Act (Advisors Only)
Please join us for a discussion about the new law! A light lunch will be served.
Long-Term Care and Medicaid Planning Workshop
Long-Term Care and Medicaid Planning Workshop
The Long-Term Care and Medicaid Planning Workshop is a 2 ½ hour educational presentation that will cover planning for incapacity or disability, guardianships, the basics of long-term care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.
2 events,
Luncheon: Secure Act (Clients Only)
Luncheon: Secure Act (Clients Only)
Please join us for a discussion about the new law! A light lunch will be served.
The Truth about Estate Planning
The Truth about Estate Planning
The Introduction to Estate Planning workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
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Retirement Income Planning with Bobette Scribner and Rob Johnson (Luncheon)
Retirement Income Planning with Bobette Scribner and Rob Johnson (Luncheon)
Please join us as we discuss Retirement Income Planning with Bobette Scribner and Rob Johnson on this February 26th Financial advisors Bobette Scribner and Robert Johnson will discuss the 5 […]