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News & Event

Wealth management and estate planning series offered for professional advisors

The Community Foundation of Eastern Connecticut is please to once again host the Cannon Estate Planning Teleconference Series.

These monthly teleconferences cover a wide range of wealth management and estate planning topics for professionals in those fields. By attending, professional advisors earn continuing education and learning credits to help maintain their credentials.

All sessions run from 12:30 to 2 p.m. at the Community Foundation, 68 Federal St., New London. Lunch is provided at 12:30 p.m. The teleconferences begin at 1 p.m.

If you are a professional advisor interested in attending, please RSVP to Alison Woods via email at or by phone at (860) 442-3572.

For more information about each session, visit Cannon Financial Institute

The series is presented by the Estate Planning Council of Eastern Connecticut and the Community Foundation of Eastern Connecticut and their local partners:

Feb. 21, 2017
Post-Mortem Tax Election Heaven
sponsored by The Law Office of Jean Hendren Ceddia, LLC & the Law Office of Salvatore Ritacco, LLC

March 21, 2017
Designing and Administering Trust Distribution Mechanisms
sponsored by Dime Bank Trust Department

April 25, 2017
Designing and Administering Estate Plans to Minimize Income Tax
sponsored by Cipparone & Zaccaro, P.C.

May 23, 2017
The Junction of Excellent Estate Planning and Terrible Trust Administration
sponsored by Savings Institute Bank & Trust

June 27, 2017
Malpractice in Estate Planning: Some Guidance on How to Avoid It
sponsored by Guinan & Houle, LLP

July 25, 2017
Estate Planning for and Administration of Digital Assets
sponsored by Pochal & Pochal, LLC

Aug. 22, 2017
Estate Planning for the 99%
sponsored by Robert Henderson/Landsdowne Wealth Management

Sept. 19, 2017
Family Business Succession Planning: Now More Challenging Than Ever
sponsored by Law Office of Richard Dixon and Citizens Investment Services

Oct. 17, 2017
Don’t Overlook the Power of Powers
sponsored by Grenger Law Offices and Andrews & Young, P.C.

Nov. 7, 2017
Protecting Beneficiaries From Themselves and Others
sponsored by Holland Law Offices, LLC

Dec. 5, 2017
Trying Too Hard to Do Too Much: Ethics Traps For the Good Samaritan
sponsored by Derek Pirrucello /The VHP Group, Merrill Lynch

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