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Weaving the Threads: Financial Planning, Estate Plans and Legacy Giving

Sunday, October 23, 2022 28 Tishrei 5783

9:30 AM - 12:00 PMTemple Beth Abraham, 4 Raymond St, Nashua, NH
  •       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 beginning at 10:00 AM.

 

This is free event and open to the public.

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Fri, April 12 2024 4 Nisan 5784