11/09/2007

Trust & Estate Planning Seminar at the Chelmsford Library

We had a great turnout last night with over 100 people attending the seminar!
Dan Caplinger (see his bio) did an excellent job in explaining the intricacies of estate planning.

There were a lot of interesting questions from the audience. Since this is a very complex subject, we are thinking of organizing a follow up session in February or March of next year. Please let me know if you are interested.

If you missed the seminars or if you want to review the topics again, you can check out his presentation here:
http://www.chelmsfordlibrary.org/programs/programs/pdf/dan_caplinger_presentation.pdf

Note that the next seminar will be December, 13 by Sham Gad, "The Intelligent Investor: A Practical Approach to Investing".

I look forward to seeing you then.

2 comments:

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