Estate and retirement planning can be complex topics as they have several long-term and short-term considerations. Yet the topic is essential for farmers and impacts not only their retirement, but also passing the farm to successors.
This program is sponsored by a Northeast Risk Management Grant and is an offshoot of the nationally renowned Annie’s Project.
To break things down into digestible pieces, we are offering two web-based sessions from 6-7:30 pm on March 14 and 16. We will then add additional content and focus on synthesizing this information into an estate action plan at an in-person session in Keene, NH on March 18. Participants will leave with an estate action plan that they can begin to methodically move forward with.
Tuesday, March 14, 2023 | 6:00 pm - 7:30 PM | Zoom | Laura Townes, Financial Advisor, CRPC, Presenter
- Time Matters - A Woman's Retirement Outlook
- Healthcare and Your Retirement
Thursday, March 16, 2023 | 6:00 pm - 7:30 PM | Zoom | Heidi C. Hebert, LUTCF, NSSA, Presenter
- Social Security: Then and Now
- Your Benefits
- When to File
- Filing Strategies, Spousal & Survivor Benefits, Special Situations
- Taxes
Saturday, March 18, 2023 | 10:-- AM - 3:00 PM | Hannah Grimes Center, 25 Roxbury St, Keene, NH
- Longevity and the New Journey of Retirement
- Forces Shaping Retirement Today
- Different States People Experience on the Retirement Journey
- Various Paths Followed by Retirees
- Ways You Can Thrive in Retirement
Laura Townes will be accompanied by Seth Wilner and Jesse Wright to help participants craft an estate/retirement action plan.
Lunch will be provided.
NOTE: If you are interested but unable to attend the in-person event on Saturday, you still may register and attend the Zoom events on Tuesday and Thursday.
Registration questions, contact Sherrie at sherrie.fontaine@unh.edu, 603-863-9200
Program questions, contact Seth at seth.wilner@unh.edu, 603-863-9200
