- Marc Kolopsky, Private Wealth Advisor at Ameriprise, Ph.D., CRPC will discuss personal financial planning.
- Attorney William H. Barry III, Nashua, NH will discuss the use of wills and trusts in estate planning and legacy giving.
- Brandon Conover, Regional Director of Insurance at Riversource Insurance Company, will discuss the use of life insurance in estate planning and legacy giving.
Have you been thinking about developing a personal financial plan, but haven’t gotten around to it yet? Perhaps you have a personal financial plan, but not a will or trust, or you have a will or trust but have not considered legacy giving as part of your estate. This presentation is for YOU!
Please join us on October 23, 2022, 9:30 AM for a light breakfast followed by an informative presentation and discussion on personal financial planning, estates and trusts, and legacy giving.
This is free event and open to the public.