A free Legacy Planning Seminar sponsored by Montshire Museum and Vermont PBS
Certified Financial Planners™ David Otto and Susan Otto Goodell of the firm Otto and Associates, Inc., of Norwich, VT, will discuss:
· the importance of open communication within families relating to charitable giving;
· considering life-time gifts and how they affect your financial plan;
· the many ways to give to charities and how to involve your children;
· making gifts after death through wills or trusts.
Questions will be encouraged.
Tuesday Nov 10, 2015
3:00 PM - 4:30 PM EST
Tuesday, November 10, 2015 3:00pm - 4:30pm
MONTSHIRE MUSEUM OF SCIENCE
Free to all
http://www.montshire.org/programs/detail/estate-planning-children-charities-and-conversations
802-649-2200
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Printed courtesy of www.hartfordvtchamber.com – Contact the Hartford Area Chamber of Commerce for more information.
5966 Woostock Road, Quechee, VT 05059-0823 – (802) 295-7900 – info@hartfordvtchamber.com