Learn what to do with your money now and in the future!
Daniel Kimbell has over 35 years of experience in investment management, financial planning, estate planning, fiduciary relationship management and retirement funding. Daniel's professional associations include the Vermont and New Hampshire Banker's Association Trust Committee, Corporator for Northeastern Vermont Regional Hospital, President of St. Johnsbury Development Fund, Chair of the Finance Committee for the Fairbanks Museum & Planetarium. He has his Wharton Business School Leadership Certificate, is a graduate of the ABA Stonier Graduate School of Banking NSB at the University of Pennsylvania and earned his AS from Champlain College.
Jay Abramson provides elder law services in St Johnsbury, VT. He specializes in legal issues related to aging like retirement planning, Medicaid, guardianship, and estate planning. Attorneys who specialize in elder law can provide legal counsel on matters related to retirement, aging, paying for long-term care, mental competency, probate processes, and more.
This seminar is presented by The St. Johnsbury Athenaeum and the Northeast Kingdom Council on Aging