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

We do not currently have any seminars scheduled for Part I and II. Please check below for Part III dates.

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Part III: Marketing and Record Keeping

In this seminar we will discuss the importance of record keeping including: all legal instruments, bank statements and State reporting. In addition, we will discuss the benefit of explaining organized record keeping to citizens of your town in order to have them consider the town in their estate planning.

Part III Seminar Dates:

May 12th – CANCELED
Keene Country Club  755 West Hill Road  Keene, NH
1 p.m.

May 19th – CANCELED
The Common Man  21 Water Street  Claremont, NH
1 p.m.

May 21st – CANCELED
Charter Trust Company  188 Main Street  Nashua, NH
3 p.m.*

May 26th – CANCELED
North Conway Grand Hotel  72 Common Court  North Conway, NH
2 p.m.

May 28th
Charter Trust Company  90 North Main Street  Concord, NH
3 p.m.*

June 18th
Charter Trust Company  68 South Main Street  Hanover, NH
1 p.m.*

June 25th
Charter Trust Company  255 Daniel Webster Highway  Meredith, NH
10 a.m.*

*Times subject to change. Time will be confirmed with RSVP.

 


 

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 or by phone at (603) 717-5401.

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Charter Trust professionals will be available for questions and answers.

[person name=”Diane DeStefano, CFP®, CTFA” title=”Sr. VP, Wealth Manager” picture=”http://www.chartertrust.com/wp-content/uploads/2013/08/DeStefano_Float-200×300.png” pic_link=”” linktarget=”_blank” pic_style=”” pic_style_color=”” pic_bordersize=”0″ pic_bordercolor=”” social_icon_boxed=”” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” email=”ddestefano@chartertrust.com” facebook=”” twitter=”” instagram=”” dribbble=”” google=”” linkedin=”http://www.linkedin.com/pub/diane-destefano/7/a25/755″ blogger=”” tumblr=”” reddit=”” yahoo=”” deviantart=”” vimeo=”” youtube=”” pinterest=”” rss=”” digg=”” flickr=”” forrst=”” myspace=”” skype=”” paypal=”” dropbox=”” soundcloud=”” vk=”” class=”” id=””][/person]

[person name=”Bette Kapp” title=”Sr. VP, Wealth Advisor” picture=”http://www.chartertrust.com/wp-content/uploads/2013/08/Kapp_Float-200×300.png” pic_link=”” linktarget=”_blank” pic_style=”” pic_style_color=”” pic_bordersize=”0″ pic_bordercolor=”” social_icon_boxed=”” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” email=”ekapp@chartertrust.com” facebook=”” twitter=”” instagram=”” dribbble=”” google=”” linkedin=”http://www.linkedin.com/pub/bette-kapp/51/b99/35a” blogger=”” tumblr=”” reddit=”” yahoo=”” deviantart=”” vimeo=”” youtube=”” pinterest=”” rss=”” digg=”” flickr=”” forrst=”” myspace=”” skype=”” paypal=”” dropbox=”” soundcloud=”” vk=”” class=”” id=””][/person]

[person name=”Diane Guimond” title=”VP, Wealth Advisor” picture=”http://www.chartertrust.com/wp-content/uploads/2013/08/Guimond_Float2-200×300.png” pic_link=”” linktarget=”_blank” pic_style=”” pic_style_color=”” pic_bordersize=”0″ pic_bordercolor=”” social_icon_boxed=”” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” email=”dguimond@chartertrust.com” facebook=”” twitter=”” instagram=”” dribbble=”” google=”” linkedin=”http://www.linkedin.com/pub/diane-guimond/13/477/830″ blogger=”” tumblr=”” reddit=”” yahoo=”” deviantart=”” vimeo=”” youtube=”” pinterest=”” rss=”” digg=”” flickr=”” forrst=”” myspace=”” skype=”” paypal=”” dropbox=”” soundcloud=”” vk=”” class=”” id=””][/person]

[person name=”Bryan Sanford” title=”VP, Investment Officer” picture=”http://www.chartertrust.com/wp-content/uploads/2013/02/Sanford_Float-200×300.png” pic_link=”” linktarget=”_blank” pic_style=”” pic_style_color=”” pic_bordersize=”0″ pic_bordercolor=”” social_icon_boxed=”” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” email=”bsanford@chartertrust.com” facebook=”” twitter=”” instagram=”” dribbble=”” google=”” linkedin=”https://www.linkedin.com/in/bwsanford” blogger=”” tumblr=”” reddit=”” yahoo=”” deviantart=”” vimeo=”” youtube=”” pinterest=”” rss=”” digg=”” flickr=”” forrst=”” myspace=”” skype=”” paypal=”” dropbox=”” soundcloud=”” vk=”” class=”” id=””][/person]

[person name=”Kathryn Woodfin” title=”Chief Accounting Officer, Senior Partner” picture=”http://www.chartertrust.com/wp-content/uploads/2013/07/Woodfin_Float-200×300.png” pic_link=”” linktarget=”_blank” pic_style=”” pic_style_color=”” pic_bordersize=”0″ pic_bordercolor=”” social_icon_boxed=”” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” email=”kwoodfin@chartertrust.com” facebook=”” twitter=”” instagram=”” dribbble=”” google=”” linkedin=”http://www.linkedin.com/in/kwoodfin” blogger=”” tumblr=”” reddit=”” yahoo=”” deviantart=”” vimeo=”” youtube=”” pinterest=”” rss=”” digg=”” flickr=”” forrst=”” myspace=”” skype=”” paypal=”” dropbox=”” soundcloud=”” vk=”” class=”” id=””][/person]

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