Helping your Helpers
Online , United StatesJoin attorney Renée Harvey of Caldwell Law at the Aging Resource Center for a “Helper” training session. Helpers are those we appoint as our agents for financial affairs and health […]
Second Tuesday Titling
ONLINE via Zoom NH, United StatesOur titling workshop will take place on the SECOND Tuesday of the month in May. Titling is the bane of successful estate planning. It doesn’t have to be so. Join […]
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 […]
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 […]