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 renown 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.
Laura Townes, Financial Advisor, CRPC: Laura became a financial advisor because she feels so strongly about helping women and their spouses and families create the financial futures and legacies they want for themselves. Prior to becoming a financial advisor in 2018, she served as a non-profit administrator for 20 years, and trained as a hospice chaplain.
Heidi C. Hebert, LUTCF, NSSA: Heidi Hebert is the Regional Director for Protective Annuities covering New England & New York. Heidi started her career in Banking & Financial Services in 2003. She holds a National Social Security Advisor Certification, which demonstrates her extension study in the Social Security and its benefits.
In partnership with the National Center for Appropriate Technology, Hannah Grimes Center, Northeast Extension Risk Management Education, and UNH Extension. Inspired by Annie’s Project. Sponsored by University of New Hampshire and U.S. Department of Agriculture.