.
2004 - 2005 Schedule
All luncheon costs included in the
annual membership fee |
|
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. |
|
Dec
14,
2004
|
|
The Psychology of Estate
Planning |
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Location & time: The Lighthouse Inn, New
London, CT at noon |
|
A look at some of the
emotional issues surrounding the estate planning process led by
David Gage. |
|
|
March 9, 2005 |
|
Estate Planning for
Unmarried Couples |
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Location & time: S&P
Oyster House, Mystic, CT at noon |
|
An exploration of some of the unique
planning challenges - - and strategies for dealing with them - - faced
by unmarried couples. |
|
Presented
by Lynne Pantalena, JD, LLM
Director of Wealth Strategies, The Private Bank at Bank of America |
|
| May
11, 2005 |
|
Annual Economic Update |
|
Location & time: Hilton Mystic, Mystic, CT at
noon |
|
An overview of markets
and the economy with Mitchell J. Held,
Managing Director, Smith Barney. |
|
03/04 Meetings
02/03 Meetings
Contact mail@etpcec.org
if you have updated information on current or future calendar events.
Estate and Tax
Planning Council
of Eastern Connecticut, Inc.
P.O. Box 152
Mystic, CT 06355
mail@etpcec.org
Copyright © 2004
Estate and Tax Planning Council of Eastern Connecticut - last update
09.12.06
Contact webmaster@etpcec.org
for questions on web page operations
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