What happens to your business if you’re suddenly not there to run it?
For too many business owners, the honest answer is: no one really knows, until it’s too late.
In this NH Business Review webinar, experienced legal and financial advisors will walk through real-world scenarios where unexpected death or incapacity triggered chaos: forced sales, collapsing valuations, family distress, and millions of dollars lost to unnecessary taxes and rushed decisions.
You’ll learn:
This session is designed for business owners, partners, and senior executives who want to ensure that years of hard work don’t unravel in a moment of crisis and that their families inherit value, not problems.
Mark is a member of the firm’s Estate Planning Group, focusing his practice on trusts and estates with extensive experience in estate planning, trust and fiduciary administration, and probate matters. He works closely with individuals and families to design and implement strategies that preserve wealth, minimize taxes, protect assets, and achieve charitable and legacy planning goals.
His practice includes:
Entering the wealth management industry in 1995, Nichole founded Nvest Financial, LLC in 2003 with a goal for it to be the kind of place that she would want to be a client of. She now co-leads the firm with George Raftopoulos and together they make sure the client experience is like no other. Nvest was created where we can uphold our fiduciary duties to our clients while managing their assets, without the conflicts of interest to our clients that might be found with a big Wall Street conglomerate.
We take our own education very seriously at Nvest and instill this in each of our advisors and staff. Nichole is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary®, holds a Masters of Science degree in financial planning , along with a Master Planner in Advanced Studies™ (MPAS℠) designation, and is a Certified Divorce Financial Analyst™ (CDFA™).
Having a heart for people, she and George founded “Operation Love…from home”, a non-profit organization that focuses on helping our veterans, animal welfare and working to support our local organizations that help with food insecurity. Nichole is also a Board of Director for Kennebunk Savings Bank and lives on the Seacoast.
Valerie joined Ledyard Financial Advisors in September of 1998 and has over 35 years of experience in taxation, banking, and wealth management services. Valerie has worked in the area of taxation for the MA Department of Revenue and Coopers and Lybrand. She was in-house legal counsel to the Trust Division of State Street Bank and Trust Company. Prior to joining Ledyard, Valerie had a legal practice in which she focused on estate planning, taxation, trusts, and charitable organizations.
Valerie graduated from Boston University Magna Cum Laude with a Bachelor of Science degree in Economics. She has a Juris Doctor degree from Boston College Law School with a Master’s degree in Business Administration from Boston College Carroll School of Management. Valerie is an active member of the New Hampshire Bar Association, is a current member and past chair of the Trust Committee of the NH Banker’s Association, and is currently a member and a Past President of the New Hampshire Estate Planning Council.
Valerie grew up in the Upper Valley and returned to raise her family here. She is very involved in the local community, serve on the boards of many local nonprofit organizations including the Upper Valley Children’s Center, West Central Services, WISE, and the Upper Valley Humane Society.
Ernesto BurdenErnesto has been vice president digital for Newspapers of New England (NNE), group publisher at PennWell, vice president of digital media for The Telegraph and NH.com and related sites, as well as digital media director for the Rutland Herald and Times Argus newspapers in Vermont, online editor for The Telegraph and NH.com, and a print editor and reporter with daily and weekly newspapers. He’s spent his career at the intersection of publishing, digital evolution and marketing helping both publishers and advertisers maximize their digital visibility.
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What happens to your business if you’re suddenly not there to run it? For too many business owners, the honest answer is: no one really knows, until it’s too late. In this NH Business Review webinar, experienced legal and financial advisors will walk through real-world scenarios where unexpected death or incapacity triggered chaos: forced sales, collapsing valuations, family distress, and millions of dollars lost to unnecessary taxes and rushed decisions.
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