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Wealth Management

Women Talking Money

Beginning in April and ending in October, in two separate locations, we offer an educational monthly seminar series designed by women for women. Over refreshments, in a relaxed and friendly atmosphere, we discuss the concepts of managing money including stocks, bonds, mutual funds, retirement accounts, trust, charitable giving and estate planning. In Madison, we meet on the third Tuesday of each month at the Deacon John Grave House, 581 Boston Post Road, Madison, CT. On the third Wednesday of each month we meet at 707 on Main, 707 Main Street, Monroe, CT. Contact us today

At our October meeting our topic of discussion will be taxes including estate, gift, income and capital gains. We will meet in Madison on Tuesday, October 21, 2008 and in Monroe on Wednesday, October 22, 2008.

If you would like to attend our next seminar, please contact JoAnn Keller, Vice President, Wealth Management & Trust, 203.786.2617

BPT