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Registration Information

Type Quantity
Custom Presentation for Groups & Organizations to offer to their membership
Offered to our client's groups and clubs at no charge and on a sliding scale for others. Can be held at the Hammond Iles Wealth Advisors Education Center 102 Halls Road, Old Lyme, CT, or your location.
Free  

Share Lifetime Income, More for Heirs and Charity

Event Details

Lifetime Income, More for Heirs and Charity

Learn how today’s savvy investors use gifting strategies designed to increase the benefits of their gifts for their heirs, the charity and themselves.
 
As Wealth Advisors, we are increasingly asked about philanthropy as part of a holistic, values-oriented approach to financial management. 

We offer this presentation to groups and civic organizations in our Old Lyme, CT education center, or at your location. Attendees are encouraged to bring a guest, their lawyer, advisor, tax Hammond Iles Wealth Advisorsplanner or other financial professional to this educational presentation.

Questions? Please call (800) 416-1655 or info@hammondiles.com.

www.hammondiles.com

102 Halls Road
PO Box 745
Old Lyme, CT 06371

860 258.2600 MAIN
860 434.6677 OLD LYME
800 416.1655 TOLL FREE
860 258.2607
FAX
OFFICE HOURS: Mon.—Thu. 9-5, Fri. 8-4, Additional times by appointment.

Where


Hammond Iles Education Center
102 Halls Road
Old Lyme, CT 06371


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Organizer

Hammond Iles Wealth Advisors Financial Planning, Retirement Planning, Investment Management

Hammond-Iles-Institutional-Investing

Since 1984, institutions, municipalities, companies, and individuals across the U.S. have trusted us to help them navigate the increasingly complex world of investing, and provide objective, customized investment advice and services.


Hammond Iles Investment Management leverages core and strategic investment philosophies paired with deep industry knowledge and disciplined process to provide a comprehensive suite of investment options, solutions, and personal service that is unmatched in the industry.

Our core values guide us to act in the best interest of our clients, maintain a high ethical standard, and customize strategies to address the complexities facing trustees, investment committees, and directors as they meet today’s challenges and plan for tomorrow’s responsibilities.

Connecticut Financial Planning SeminarsWe are dedicated to making a positive impact in peoples' lives. We host Connecticut Financial Planning Seminars and Connecticut Retirement Planning Seminars on Creating Lifetime Income, Financial Management, Charitable Giving, Medicare and Social Security.

All presentations are popular with groups - on behalf of employers to their employees and on behalf of nonprofit organizations to their staff and donors. We are licensed in over 30 states and travel nationwide to present to groups and conferences. Call us TODAY! (800) 416-1655.


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