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Book a Call with Kathy LeClair

Kathy-LeClair-WebFinal.JPGIf you'd like to learn more about any of these topics
and how they might factor into your retirement planning,
book a call with Kathy LeClair, Senior Vice President, today.




August1.jpgMasterClass Session 4

Charitable Giving: Leave an Impactful Legacy

Presented by Ledyard's Grady George, Senior Financial Advisor
and Rick Peck, Founder of The Philanthropy Guy

Grady and Rick discussed details that will help you navigate the world of philanthropy and empower you to make a meaningful impact.  Whether you're new to charitable giving or looking to enhance your existing philanthropic efforts, this workshop is designed to guide you towards creating a legacy of generosity.


During this half-hour class, you will:

  • Explore how to identify issues and causes you care about that are aligned with your values
  • Discover effective strategies for charitable giving, including various giving vehicles such as charitable trusts and private foundations
  • Find out how to maximize the impact of your giving
  • Gain insight into evaluating and selecting nonprofit organizations
  • Understand how to engage with the nonprofit community

Sq-NoButton-Compass-July-Masterclass-Series.jpgMasterClass Session 3

Learn How to Make Settling an Estate Easier for Your Family

Presented by Ledyard's Valerie Nevel, Senior Financial Advisor

Valerie discusses steps you can take to make it easier for your family as they settle your estate and how you can empower them to navigate the settlement process with confidence.


During this half-hour class, you will:

  • Learn the Pros and Cons of Probate
  • Discover the difference between Probate and Non-Probate Assets
  • Find out which type of asset titling might be best for you
  • Understand who controls your assets upon your incapacity or death
  • Explore the benefits of having a corporate trustee


Sq-NoButton-Compass-June-Masterclass-Series.jpgMasterClass Session 2

What You Need to Know About Roth IRAs and Roth Conversions

Presented by Ledyard's Diane DeStefano, Senior Financial Advisor
and Karen Crump, Senior Portfolio Manager

Diane and Karen discuss what you need to know about Roth IRAs and Roth conversions, and if a Roth IRA is something you should consider for your retirement plan.



Watch this half-hour class, where Diane and Karen explain:

  • How is a Roth IRA different from a Traditional IRA?
  • What is the five year clock?
  • What is a Roth conversion?

WATCH NOWMasterClass Session 1
Do you need long-term care insurance?

Presented by Tim Sumner, Ledyard's Senior Financial Consultant

Tim Sumner discusses the different types of long-term care insurance available and if it’s something you should be considering.


Watch this half-hour session where Tim explains:
  • Whether or not you need Long-Term Care Insurance and how it works.
  • How to determine how much it costs and how much coverage you need.
  • The potential tax benefits of Long-Term Care Insurance and how it can protect not only your health but your wealth, too.
  • How to choose the best insurance provider and what to look out for.
  • Find out if pre-existing conditions will impact your ability to get long-term care benefits.
  • The various options of Long-Term Care Insurance and what to do if you have Long-Term Care Insurance but end up never needing it.

The material presented in these Masterclasses is not intended to be tax or legal advice but educational/informational only.
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