BuiltWithNOF
Appearances & Publications

RECENT AND UPCOMING SPEAKING ENGAGEMENTS AND PUBLICATIONS

 

2008

January

 

February

 

March

  • 19 Presentation to Vermont State Employees Retirement System at Waterbury, VT
  • Discussion of estate and disability planning issues for those planning retirement

 

April

  • 16 Presentation to Vermont State Employees Retirement System at Waterbury, VT
  • Discussion of estate and disability planning issues for those planning retirement
  • 17 Publication of book, “Resolving Legal and Financial Issues in Elder Care” to be used in presentation at seminar to be held April 17th at the Holiday Inn,     1068 Williston Road,  South Burlington, VT
  • Covers estate and Medicaid planning techniques, including the use of trusts, annuities, long-term care insurance, as well as a discussion of Powers of Attorney, Advance Health Care Directives and ethics
  • The presentation is geared towards attorneys, financial planners, accountants and elder care professionals

May

 

June

  • 12 Presentation to Vermont State Employees Retirement System at Montpelier,  VT 
  • Discussion of estate and disability planning issues for those planning retirement
  • July
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    August

     

    September

     

    • 10 Presentation to Vermont State Employees Retirement System at Waterbury, VT
    • Discussion of estate and disability planning issues for those planning retirement
  • October

     

    November

     

    December