May 2023 Newsletter

We are excited to announce our Annual Client Meeting will be live this year!

After three years of hosting this event via Zoom, we are celebrating at the Montshire Museum of Science in Norwich on Thursday, May 18, 2023 at 5:30-7:30 p.m. We invite you, your family and your friends, to join us for a unique educational experience at this venue – complete with fun and food! If you are unable to join us in person, we will also be streaming and recording the Meeting via Zoom.

Vincent D. Pellegrini, Jr., MD is our guest speaker. Dr. Pellegrini is a 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 restore function so we can get back to doing the things we enjoy.

You will hear about developments at Caldwell Law over the last year — we will have copies our newest publication – Transitions – available for you. Tim Caldwell will be stressing the importance of our Question #4 – engaging Helpers and advisors to support us as we transition through life – and he will review advances in tax topics, including the Secure Act. Renée Harvey will revisit Medical Aid in Dying and provide current data on where the laws stand in Vermont and New Hampshire. Jamie Thaxton will discuss the programs and services – and challenges – present as we endeavor to age in place.

Our Team will be present for you to visit with – both familiar faces and remarkable new additions! You will also have an opportunity to meet with some of our trusted colleagues who offer services related to our 4 Questions and Taking Good Care of Tomorrow.

We look forward to seeing you and experiencing the joy of coming together for this live occasion again!

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