Dan Caplinger, estate-planning attorney, CFP, and writer for the Motley Fool, spoke at the Chelmsford library's Financial Fitness seminar series, and offered tips on staying clam and focused during these turbulent times. He also recapped the estate-planning series with some practical insights on different types of trusts.
Click here to view Dan's latest presentation.
The next presentation will be by Sham Gad, managing partner of Gad Capital Management. He runs the Gad Partners Fund, an investment partnership modeled after the 1950's Buffett Partnerships.
More details on his presentation to follow.