Last Seminar Series Lecture Boasts a Full House

Posted November 17, 2017 in Uncategorized with 0 Comments

Brian Winman, Regional Vice President, Fidelity Investments, shared a stock market update with investment themes for the Fall 2017 on Wednesday, November 15th. This lecture was the last in a four-part series of informative presentations.  A full house asked questions while enjoying dinner & beverages and even a door-prize drawing. Thank you Brian for an informative evening.

If you have … Continue reading »

Oct 4th Lecture on Estates & Wills a Big Hit

Posted October 16, 2017 in Estate Planning, Events, Uncategorized with 0 Comments

On Wednesday, October 4th, Tom Scanlon welcomes our guests and introduces guest speaker Attorney Lou Spadaccini for his lecture on “Making Your Wishes Known & Protecting Your Legacy”. An educational & enjoyable evening was had by all.

Along with will & probate matters, Spadaccini specializes in personal injury, collections, worker’s compensation law and business & commercial law. If you’d like information on services offered … Continue reading »

Fall Seminar Series

Posted August 28, 2017 in Uncategorized with 0 Comments

Back to School with Expert Advice

Join Us for Dinner & Important Discussions

You’ll Want to Hear

Wednesday, October 4th    

Making Your Wishes Known & Protecting Your Legacy

5:30pm-7:00pm at 360 East Center Street, Manchester, CT

Attorney Lou Spadaccini of Blackwell & Spadaccini LLC, leverages practical advice for Connecticut residents to maximize their legacy and minimize costs and delays. Some of the topics covered include: Estate Planning & Trusts; Wills; Power of Attorney; Health … Continue reading »

Credit Card ID Theft: How to Protect Your Cards (Part 3)

Posted June 22, 2017 in Financial News, Tax News, Uncategorized with 0 Comments

From the IRS website: 

Credit Card Loss or Fraudulent Charges Under the Fair Credit Billing Act, your liability for unauthorized use of your credit card tops out at $50. However, if you report the loss before your credit card is used, the FCBA says you are not responsible for any charges you didn’t authorize. If your credit card number is stolen, but not the card, you are not liable for unauthorized use.

ATM or Debit Card Loss or Fraudulent Transfers … Continue reading »

Tax-Related ID Theft & What To Do (Part 2)

Posted June 12, 2017 in Financial News, Tax News, Uncategorized with 0 Comments

From the IRS website: 

What is Tax-Related Identity Theft?

It’s when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund.  You may be unaware that this has happened until you efile your return and discover that a return already has been filed using your SSN. Or, the IRS may send you a letter saying we have identified a suspicious return using your SSN.

Steps to Take If You Become a Victim If you are … Continue reading »