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NH Town Trustee Seminars 2016-11-17T14:55:33+00:00

2014 – Town Trustee Seminars

Part I: Trustee Responsibilities & Liabilities – Please Contact Us
Part II: Investments

Coming Spring 2015

Part III: Marketing and Recordkeeping


To ensure a seat at the event, RSVPs are due 10 days prior to the event date. For details and to reserve a seat, contact Laura Cote by email at lcote@CharterTrust.com or by phone at (603) 717-5401

Charter Trust professionals will be available for questions and answers.

Diane DeStefano, CFP®, CTFA
Diane DeStefano, CFP®, CTFASr. VP, Wealth Manager

Bette Kapp
Bette KappSr. VP, Wealth Advisor

Diane Guimond
Diane GuimondVP, Wealth Advisor

Bryan Sanford
Bryan SanfordVP, Investment Officer

Kathryn Woodfin
Kathryn WoodfinChief Accounting Officer, Senior Partner