Wellspring Financial Speaker Series: Taking Care of Business
Join us for our first Wellspring Financial Speaker Series: Taking Care of Business
Since there is a wide range of possible areas to discuss, please let us know if you have topics or questions would be important to you for the financial advisors to cover. You can email them to Kathy firstname.lastname@example.org
Please register for each session separately.
UPDATE: Please note that due to popular demand we have moved Wills and Estates with Allison Barkwell to March 10th.
Wills and Estates with Allison Barkwell – Wednesday, March 10, 7:00 – 8:00 pm
For our next session, we are pleased to have estate lawyer, Allison Barkwell, join us to discuss wills and estates. Allison works in all aspects of trust and estate planning and administration. Her services to clients include creating estate plans, preparing applications for probate or administration and advising personal representatives, trustees and beneficiaries in contentious and non-contentious matters. Allison understands how emotional estate disputes can be. She has represented beneficiaries, adult interdependent partners and personal representatives in all matters related to the estate. She works with clients to identify the issues and she provides options to resolve issues.
This program is for informational purposes only and is not intended to provide financial, insurance, legal, accounting or tax advice.
New Schedule Coming Soon!
Patients, Caregivers, Bereaved, Volunteers