Financial & Estate Planning Workshop

Where: Franklin Community Co-op Meeting Room (170 Main St., Greenfield)

When: Tuesday, May 13 from 6-8pm.

Description: Mount Grace Land Conservation Trust is sponsoring a workshop and dinner for all those interested in learning about financial and estate planning resources.

An estate plan helps ensure that your assets will be distributed according to your family’s goals and financial needs. Learn from knowledgeable advisors about the resources available to support you and your family as you consider options for the future. The free session will feature presentations and Q&A with Nick Cantrell of Green Futures Wealth Management (offices in Northampton and Worcester), Attorney Deirdre Gleason of Shelburne, and attorney Ann Meilus of Landry & Meilus in Barre. Attendees will be able to meet personally with individual advisors and with staff from Mount Grace to answer any questions or schedule further discussions.

Please reserve your FREE seat, as well as soup, salad, and snacks, by registering in advance with Mount Grace Membership & Administration Associate James Holcomb at (978) 541-1768, or email holcomb@ mountgrace.org. If you cannot attend the workshop, but would like to learn more about planned gifts, please reach out to David Kotker (978) 541-1767, or kotker@ mountgrace.org.