Category Archives: Seminar

Getting organized…

I want to re-finance my house, consolidate all those little IRAs and 401k’s from old jobs, get a new passport, make a will…What’s the common denominator?  When you start on any of these tasks, you need to be able to put your hands on paperwork, sometimes LOTS of paperwork.  Do you know where your birth certificate, bank statements, investment statements for the last three months are?  And I mean you can hand them to someone easily, not that you’re sure that they are in the big pile over there.

Or, could you tell someone else where to find your life insurance policy, homeowner’s policy, or auto insurance policy if you were away on vacation and you needed to file a claim? 

Join us for a complimentary seminar on May 26th, 2011 at 5 pm at the Cape Ann Savings Bank in Gloucester.  Gail Ramos, Senior Trust Officer at the 
Cape Ann Savings Bank and I will talk about getting a grip on organizing some of that paperwork…Networking from 5 to 5:30 and the program will go from 5:30 – 6:30.


Divorce De-Mystified – Free Seminar

April 29, 2010 7:00-8:30 pm at the Beverly Farms Public Library.

Join us for a conversation on how to prepare for divorce from legal, financial and emotional perspectives.  Family law attorney Kate Barnes will address issues to consider before a divorce, how the process works, and legal standards in child custody, support, and alimony.  Psychotherapist Leah Alexander will talk about the emotional realities of divorce, while I’ll go through some of the financial questions and estate planning changes that a divorcing person might consider.