Exploring Charitable Giving Options

Online , United States

People’s vision for a better world is as unique as their fingerprints. Likewise, there are endless opportunities to make a difference. Join Senior Philanthropic Advisors Emilye Pelow Corbett (Vermont Community […]

The Truth about Estate Planning

Online , United States

Join Tim Caldwell as he discusses The Truth About Estate Planning.  This workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate […]

Third Tuesday Titling

Online , United States

Titling 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 […]

Long-Term Care and Medicaid Planning Workshop

Online , United States

Join Jamie Thaxton for our  Long-Term Care and Medicaid Planning Workshop.  This is a 2 hour educational presentation that will cover planning for incapacity or disability, guardianships, the basics of […]

Third Tuesday Titling

Online , United States

Titling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to […]