Miles will be presenting two FREE “Wellness Workshop” sessions for Town and Country Federal Credit Union on September 12th (USM Portland Campus) and September 21st (UNE Biddeford Campus) titled “Estate Planning 101.” Here is the link for the event for those that wish to attend: https://www.tcfcu.com/financial-wellness/wellness-workshops.html
Jennifer will be presenting to residents of Falmouth By the Sea/Foreside Harbor and their family members about estate planning on September 14th. She will also be mediating the panel at the upcoming September 21st Maine Estate Planning Council meeting on the topic of “Asset Valuation.”