Financial Planning

Free Seminar Calendar

Estate Planning Seminars

We will be hosting a series of free, no obligation Estate Planning seminars to help you make smart and careful investment decisions. They will present a wealth of practical advice on:

    • Basics of Estate Planning – Maximizing Your Estate Tax Exemption
    • Passing Assets to Your Heirs
    • Paying For Your Estate Tax – Selling Assets vs. Borrowing Money
    • Estate tax rules: How do they affect you?
    • Minimizing taxes on social security income

Like many investors, you may want ongoing, expert guidance to ensure that your assets are preserved for future generations.  Please plan on attending our seminar, and let our professionals help you with protecting your assets.  


Other seminars we will be hosting include:
    • IRA Rules and Strategies*
    • College Planning*
    • Long-term Care Insurance
    • Reverse Mortgage

*Seminars offered through UVEST Financial Services.

Please check our event calendar below for upcoming seminars, or call 603.629.1524 to find out more.


 

 

 

*Securities are offered by UVEST Financial Services, Member FINRA, SIPC. Investment Advisory Services are offered by UVEST Financial Services, an SEC registered investment advisor. UVEST and St. Mary's Bank are independent entities. UVEST financial consultants do not offer tax advice. For tax advice please refer to a qualified tax proffesional. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.