Past events

Tax Strategies for the Current Landscape

  • Christopher P. Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law - Babson College
  • The Westborough Branch
  • Joe Exner, Regional Vice President with Ameriprise Financial

During our discussion we will examine the current tax landscape in detail, including income AND estate/gift taxes. Actionable planning considerations will be highlighted to uncover potential opportunities you can discuss with your financial advisor, tax professional, and estate planning attorney.

The Family Love Letter

  • Cheri Brooks, Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • The Westborough Branch
  • Joe Exner, Regional Vice President with Ameriprise Financial

Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.