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 […]
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 […]
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 […]
Third Tuesday Titling
ONLINE via Zoom NH, United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Tom Weir, our Titling Coordinator via Zoom for our Third Tuesday Titling Tutorial. These sessions […]