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David and Sally were guest speakers
at the Portsmouth Sheraton Harborside on May 12th at a seminar sponsored by Baystate Financial
Services and titled "NH's New Best-in-the-Nation Creditor Protection Trust: Integrating Asset
Protection into your Estate and Financial Plan."
Sally will be a speaker at the Women
in Insurance and Financial Services ("WIFS") national conference being held in October, 2009 in San
Antonio, Texas. She will be educating the
nation's top female financial advisors on sophisticated estate planning
techniques.
Sally's Book, Estate Planning To Die
For: An Insider's Guide For Financial Professionals is currently in its second
printing. The
book's first edition received accolades from the financial community, but needed updating to
reflect recent changes in the law. For more see
www.estateplanningtodiefor.com.
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