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Oct 13, 2004
| Medicaid Planning - When Do You Give Away the House? |
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Location & time : The Mystic Marriot, Groton, CT at noon |
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Attorney George Bickford will discuss Medicaid planning in a presentation for non-specialists. |
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Dec 14, 2004
| The Psychology of Estate Planning |
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Location & time : The Lighthouse Inn, New London, CT at noon |
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A look at some of the emotional issues surrounding the estate planning process led by David Gage. |
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Mar 9, 2005
| Estate Planning for Unmarried Couples |
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Location & time : S&P Oyster House, Mystic, CT at noon |
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An exploration of some of the unique planning challenges - - and strategies for dealing with them - - faced by unmarried couples. |
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Presented by Lynne Pantalena, JD, LLM Director of Wealth Strategies, The Private Bank at Bank of America |
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May 11, 2005
| Annual Economic Update |
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Location & time : Hilton Mystic, Mystic, CT at noon |
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An overview of markets and the economy with Mitchell J. Held, Managing Director, Smith Barney. |
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Prior Meetings :
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Contact mail@etpcec.org if you have updated information on current or future calendar events. |
