FREE PANEL DISCUSSION: PLANNING WISELY FOR AN INHERITANCE OR CASH WINDFALL
At a free panel discussion about Planning Wisely For an Inheritance or Cash Windfall on September 29 in Colchester, local panelists will discuss how to invest prudently, understand tax implications and the role of life insurance and annuities, and how to approach estate planning to pass what remains on to children. The discussion will be from 5:30 – 7:00 p.m. at the New York Life office, Suite 403, 463 Mountain View Drive in Colchester (on Water Tower Hill across from Costco). The discussion is open to the general public. RSVP and information – Connie Livingston, clivings@sover.net , 864-2978.
Timothy O’Brien, Senior Vice President and Wealth Advisor, UBS Financial Services, Inc.; Peter Cammann, owner of a residential rental company; Colleen Montgomery, CPA, Montgomery and Merrill PC; James Cohen, Agent, New York Life Insurance Company; and Adam Bartsch, Esquire, NorthEast Estates and Trusts, PLLC are panel members. Consultant Connie Livingston will moderate.
Adam Bartsch and Connie Livingston have organized the series of discussions to, according to Bartsch “…. present something more useful than a traditional seminar. We believe there is value to the community in providing broad, practical information on a specific topic from a variety of perspectives offered by local professionals.”
Connie Livingston is a local consultant who has helped individuals, since 1991, navigate transitions – career and family changes, starting a new business, and creating a legacy for the next generation – while staying financially whole through the process. Adam Bartsch, Esquire, founded NorthEast Estates and Trusts, PLCC n 2004 and offers a complete range of estate planning legal services, from simple wills to advanced estate planning for clients in Vermont, New York, and Massachusetts.
Contact :
Connie Livingston
www.connielivingston.com
802-864-2978
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