Annual Client Meeting
Annual Client Meeting
We hope you will join us for our Annual Client Meeting May 22, 2024 at the Montshire Museum in Norwich. Click here to reserve your seat
Keynote Speaker: Patricia O’Connor
We are delighted to host Patricia O’Connor, a former palliative care nurse and author of “Life’s Final Journey” at this year’s meeting. Patricia brings a wealth of knowledge from her experiences and will provide us with a deeper understanding of life’s transitions and the importance of thoughtful planning.
Additional Agenda Highlights:
- Introduction of New Team Members: Meet our newest colleagues who bring fresh perspectives and expertise to our team.
- The “Tax Cliff” Discussion: With the pending tax changes at the end of 2025 it’s important to discuss whether we are facing a tax cliff or an extension of current law. We will discuss potential scenarios and strategies.
- The Swiss Army Knife of Estate Planning: Learn why the general durable power of attorney is an essential tool for estate planning. Our discussion will cover many of the common (and not so common) tasks an agent can engage in to ensure your affairs can be managed under (almost) any circumstances.
- Review of the Lifeplan Process: An overview of our approach to helping you create and care for a comprehensive plan to help meet your needs and expectations as circumstances (and thinking) evolve.
- New Tools for Estate Planning: We are working on new tools and processes to help all our clients answer “yes” to our four critical questions. We want your ideas on how we can do better.
Special Catering Treats Enjoy a selection of gourmet treats prepared by our own multi-talented Sonja Bailey.
We look forward to seeing you.
Please follow and like us:
