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 Workshops
June 10 & 11 | 12-12:45 PM
Virtual workshop
Women with Purpose: Becoming Financially Fearless
Join us June 10 and 11 from 12:00–12:45 pm ET for candid conversations about investing, life transitions, legacy planning, and what it truly means to build a financial life on your own terms.
Whatever your next chapter looks like, this two-day masterclass brings together expert voices to help you approach it with clarity and intention.
June 13 9-11 am
Markets & Mimosas: Building Women’s Financial Confidence
Let’s raise a glass to financial confidence! Join us on June 13 at the Hotel Concord for Markets & Mimosas, a unique experience designed to help women build confidence in their financial future. A welcoming and engaging event, this is an opportunity to connect with trusted advisors and like-minded women over meaningful conversations (and mimosas!) about investing, financial planning, and long-term wealth strategies.
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
© 2026 Ledyard National Bank. All Rights Reserved.
Privacy Policy
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.