Estate Planning: It's More Than Money

Fall (14 hours or more) | This course is completed

48 Lebanon Street Hanover, NH 03755 United States

Room 212

Repeat

9/28/2017-11/16/2017

10:30 AM-12:30 PM EDT on Th

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$80.00

8 sessions, 10:30 AM – 12:30 PM
September 28 through November 16, 2017
Hanover Senior Center - Hanover, NH
Course Fee: $80

Many people avoid drafting estate documents because they fear their complications. Others feel strangely dissatisfied after completing their own estate plan. This course can help! Over eight weeks, you will meet two estate planning attorneys, two advance care planning specialists, a financial advisor, an accountant, a real estate specialist, a continuing care retirement community representative, a long-term care insurance agent, a charitable giving expert, and a professional art appraiser. How’s that for variety? Nowhere in the Upper Valley will you find such a comprehensive estate planning course. Each presentation is meant to be interactive, and dialogue is certainly welcome. Presenters will use examples to illustrate their points, but they will not be able to go into complex details of individual cases, including personal cases presented by attendees.

  • There will be no outside reading or work required for this course.

CYNDI SCOTT is Assistant Director of Gift Planning for the Office of Development and Alumni Relations at the Geisel School of Medicine and Dartmouth-Hitchcock. Cyndi launched her Dartmouth development career in 2011. Her experience includes donor and advisory board relations at Tuck School of Business and planned giving for Dartmouth-Hitchcock and the Geisel School of Medicine. Previously, Cyndi worked for nonprofit organizations devoted to families, the empowerment of women, and racial justice in Burlington, VT and Madison, WI. She graduated cum laude from Middlebury College with a B.A. in Biology and is a native of the Upper Valley. Cyndi resides in Grantham, NH with her husband Adam and their peculiar dog Steve.