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FLP Webinar Series: Exploring the Power of Trusts

The importance of having an estate plan

Presented by

Scott Mazuzan, CFP®, Principal, Private Client Advisor

Email us to request a copy of the presentation slides from this event.

Attorneys Kim Baker Donahue and Susan Atlas will join Darwin Trust Company’s CEO Melissa Sommer to delve into the importance of having an estate plan along with how a New Hampshire Trust can help you get the most out of your legacy. They will also take a look at recent celebrity cases to highlight the importance of planning.

Join us to learn more about:

The Power of Planning: The future is inevitable
The New Hampshire Trust Advantage: Why a New Hampshire Trust benefits everyone
Getting the Most Out of Your Trust: Protecting your assets and leaving your legacy

Speakers:

Melissa A. Sommer, CFA, CPA, and CEO, Darwin Trust Company
Kimberly Baker Donahue, Esq., Senior Trust Officer, Darwin Trust Company
Special Guest: Susan Atlas. Esq., LLM, Susan Atlas Law

About F.L.Putnam Investment Management Company

F.L.Putnam is an independent registered investment advisor that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments, foundations, and RIAs. The firm provides a comprehensive suite of investment, financial planning, trust, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years. For more information, please visit www.flputnam.com or follow F.L.Putnam on LinkedIn.

Disclosure: Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. Awards should not be considered a sign of investment acumen or endorsement by the awarding entity or of the awarding entity by F.L.Putnam. Nothing in this communication is intended to be or should be construed as individualized investment advice. Past performance may not be indicative of future results. All investment involves the risk of loss of principal.