As you may remember, we had a tremendous turnout for the November 2007 session with Dan Caplinger, estate-planning attorney, CFP, and writer for The Motley Fool. Several of you requested that we invite him for an encore presentation. So, it is my pleasure to announce that Dan will be back next week for a review of estate-planning basics and talk about investor behavior. More details, along with an agenda for the talk, will be listed on the library website soon.
Venue:
When: March 13 (Thursday), 2008 at 7 PM
Title: Trusts & Estate Planning Part II, and Tips on Staying Calm In Turbulent Markets
See you there!
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