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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