Your resource for practical financial guidance
The Knowledge You Need to Drive Your Financial Goals Forward
Workshops
Welcome to Ledyard Masterclasses & Workshops. Our engaging sessions and workshops are designed to give you the knowledge and tools to confidently navigate important financial issues. Whether you’re planning for the future, growing your business, or optimizing your wealth, we have a session for you.
Featured Workshop
Replay Available Now
Virtual workshop
Navigate Retirement with Confidence
Planning for retirement isn’t as simple as it was a decade ago, let alone a generation ago. Between uncertain markets and the need for complex strategies, it can spur anxiety and fear when it should provide peace of mind. Join us for this special three-day virtual workshop designed to help you understand key factors that influence the success of your retirement plan.
Featured speakers
Michael Hakoun
Karissa McDonough
David Conti
Susan Renaud
Doug B. Phillips
On-Demand Sessions
Welcome to the Ledyard On-Demand Learning Portal.
Explore our library of workshops and courses, designed to give you the knowledge and tools to confidently navigate important financial decisions—on your schedule. Whether you’re planning for the future, growing your business, or optimizing your wealth, you can access insights and resources anytime, at your convenience.
Topics Include
- Estate Planning
- Business Transitions
- Medicare Planning
- Retirement
- Women with Purpose
Meet Our Experts
Josephine Moran,
EMBA, M.S.
President & CEO
Ledyard
Michael Hakoun, CEPA
Executive Vice President & Chief Wealth Management Officer
Ledyard
Karissa McDonough,
CFA
Senior Vice President & Chief Investment Officer
Ledyard
Doug Phillips, CFA
Chief Investment Officer Emeritus
Ledyard
Karen Crump
Vice President and Senior Portfolio Manager
Ledyard
Valerie J. Nevel, Esq
Senior Vice President
and Senior Financial Advisor
& Fiduciary Consultant
Ledyard
Susan Renaud, CFP®, CEPAEMBA, M.S.
Senior Financial Advisor & Business Transition Planning Specialist
Ledyard
Jeffrey Trombly
Senior Portfolio Manager and Medicare Specialist
Ledyard
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For informational purposes only. Ledyard Wealth Management offers non-deposit investment products that are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.