Showing posts with label estate planning. Show all posts
Showing posts with label estate planning. Show all posts

Tuesday, November 28, 2023

Beacon Falls Public Library to host presentation on estate planning


BEACON FALLS - John Caserta and Amy Crookshank will answer your questions about the Basics of Estate Planning from 6-8 p.m. Dec. 7 at the Senior Center, 57 N. Main St.
Topics covered will include:
-Wills
-Probates
-Taxes
-Trusts
-Gifting
-Insurances
All attendees will receive an Estate Planning Checklist.
Please register at Eventbrite... https://www.eventbrite.com/.../the-basics-of-estate... 

This is shared from the Library's Facebook page.

Tuesday, May 30, 2023

Experts to host presentation on downsizing at Wesley Village in Shelton


 

SHELTON - Providing all the resources for the downsizing homeowner, DownSize CT brings together experts in the five major areas of transition – Residential, Emotional, Legal, Medical, and Financial – in one space. 

Attendees will have access to valuable advice, resources, and trusted partners to offer guidance for this challenging transition. 


Professional partners with expertise in elder care, Medicare, senior benefits, senior health, and more will be available to provide essential information and support.

 

The event will be held June 6 from 5-6:30 p.m. at Wesley Village Senior Living Campus, 580 Long Hill Ave. It will be hosted by Lisa Bisson, Director of Community Outreach for Wesley Village and presented by Danielle Rownin, Downsizing Specialist with Keller Williams Realty.

 

RSVP: For more information about the event or to register, contact Lisa Bisson at 203-225-5027 or lbisson@umh.org. Light refreshments will be served. 

Those attending should park and enter through the campus’s Wesley Heights Assisted Living Community entrance.



This is a press release from United Methodist Homes.


Friday, March 26, 2021

Derby Public Library to host virtual estate planning seminar

 

DERBY - In an informational webinar at 6 p.m. April 21, Tatiana DaSilva, Trusts and Estate attorney, will review the most important documents to have in place during the initial phases of your life, including after college, through marriage, and having children.

The Derby Public Library is hosting the event. 

Moderating the webinar will be Rebecca Miller, a wealth and legacy planner specializing in retirement planning.
Register here https://bit.ly/39h71qB prior to 4:30 p.m. on the date of the program to receive the Zoom link and password.

This is shared from the Derby Public Library's Facebook page.

Tuesday, October 13, 2020

Derby Public Library slates webinar on estate planning before 50




DERBY - Seats are available for "Estate Planning before 50" webinar at 6 p.m. Oct. 21 hosted by Derby Public Library.
Tatiana DaSilva, Trusts and Estate attorney, will review the most important documents to have in place during the initial phases of your life, including after college, through marriage, and having children.
Register here https://bit.ly/35Xqgot before 4:30 p.m. Oct. 21 to receive the Zoom link and password.