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
Virtual workshop
Women with Purpose: Becoming Financially Fearless
Whatever your next chapter looks like, this two-day masterclass brings together expert voices to help you approach it with clarity and intention.
Day 1: A Conversation with Cary Carbonaro, CFP®, MBA
Bestselling author, award-winning financial planner, and women's wealth advocate Cary Carbonaro joins us for a Q&A covering the financial realities women face, how to invest with confidence, and what it takes to build lasting financial independence.
Day 2: : Expert Panel: Women-Focused Financial Strategies
Karissa McDonough CFA, Valerie Nevel Esq, and Susan Renaud CFP® tackle the topics that matter most to women planning for retirement, from navigating major life transitions and understanding your investments, to designing a legacy that reflects your values.
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.