Navigating the SECURE ACT

Online , United States

We hope you will join us as we discuss the importance of this new law and how it might effect you! IMPORTANT NOTICE:  Due to the Covid-19 virus, this event will […]

The Truth about Estate Planning

Online , United States

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, […]

Free

Downsizing with Kim Stern

Online , United States

Please 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. […]

Long-Term Care and Medicaid Planning

Online , United States

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 […]

Free