Join us for a free panel discussion on choosing and working with financial professionals. Panelists will discuss how to start the process of finding the right professional for your needs, questions to ask, establishing reasonable expectations, and many other issues. Bring a friend!
Tuesday, May 24, 2011
5:30 - 7:00 p.m.
Trinity Episcopal Church (McClure Room)
5171 Shelburne Road, Shelburne
Parking and entrance in rear
To RSVP, email Connie Livingston at clivings@sover.net
Panelists:
Adam Bartsch, Esq., NorthEast Estates & Trusts, PLCC
Adam founded NEET in 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.
David C. Grippin, Managing Partner, Grippin, Donlan, Pinkham
David has built GDP into a full service accounting and consulting firm. He specializes in business consulting, succession planning, evaluation, auditing, tax planning, and forensic accounting.
Eric Hanson, President, Hanson & Doremus Investment Management
Eric founded the firm in 1995 and currently manages equity and fixed income portfolios for individuals and family groups, businesses, endowments, and foundations.
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