Tidy with Joy
ONLINE via Zoom NH, United StatesThe Konmari Method, developed by Marie Kondo (author of the international bestseller “The Life Changing Magic of Tidying Up”), is an approach to going through all of the items you […]
Annual Client Meeting – In Person
Montshire Museum in Norwich, VT 1 Montshire Rd, Norwich, VT 05055This year our Guest Speaker is Vincent D. Pellegrini, Jr, MD, Professor of Orthopaedics, Geisel School of Medicine, Dartmouth and Vice Chair, Orthopaedic Education and Research Affairs. He will be addressing how we stay active as we age, as well as expectations of joint replacement and how orthopaedic surgery improves quality of life by helping […]
The Truth about Estate Planning
Online , United StatesJoin 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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
Long-Term Care and Medicaid Planning Workshop
ONLINE via Zoom NH, United StatesJoin 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 long-term care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.
The Truth about Estate Planning
ONLINE via Zoom NH, United StatesJoin Renee Harvey as she 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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.