Through proper estate, retirement, and insurance planning you can protect yourself and your loved ones to a greater degree than you might think. This presentation will cover:
- How estate planning documents can be utilized to protect your family;
- What to think about when planning for your retirement;
- Critical types of insurance; and
- How to protect yourself and your family from financial fraud.
This program will be presented by Valerie Nevel, Esq., Senior Financial Advisor, Ledyard Financial Advisors, Deanna Wilson, CTFA, CFP®; Senior Financial Advisor, Ledyard Financial Advisors, and Rob Gallo, Private Banker, Ledyard Financial Advisors.
Please join us for this complimentary seminar and breakfast!
7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions/Close
As always, the room will be available until 10:00 for those who would like to stay and network informally.
Don’t forget about our resource table, where you are welcome to display materials/information about your business.
Courtyard by Marriott
10 Morgan Drive
Lebanon, NH
Valerie J. Nevel, Esq. - Valerie has been with Ledyard Financial Advisors for 15 years and has over 25 years of experience in taxation, banking, and wealth management services. She received a BA degree in economics from Boston University, a JD from Boston College Law School, and an MBA from Boston College Carroll School of Management. Valerie is an active member of the New Hampshire Bar Association and a Past President of the New Hampshire Estate Planning Council.
Deanna C. Wilson, CFP ® CTFA - Deanna has 20 years of finance, charitable planning, and wealth management experience. Prior to joining Ledyard, she was Assistant Director of Gift Planning with Dartmouth-Hitchcock Medical Center and Dartmouth Medical School. Deanna’s professional associations include terms as President of the Connecticut Valley Estate Planning Council, Secretary of the Upper Valley Planned Giving Council, and Member of the Leave a Legacy NH/VT Planning Committee.
Robert Gallo - Rob has worked in the banking and financial services industry for more than 26 years. Prior to joining Ledyard, Rob was the Private Banking Officer at U.S. Trust - Bank of America Private Wealth Management. Rob is an active member of his community and serves on several boards and committees.