Your resource for practical financial guidance
The Knowledge You Need to Drive Your Financial Goals Forward
Upcoming Webinars
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.
Navigate Business Transition Planning with Confidence
Are you a business owner deciding if, when, and how to successfully transition your business? Are you anxious about ensuring a seamless shift in leadership while preserving your business’s value and legacy?
The uncertainty around your transition is about to change. We created a 5-day, 30-minute workshop series to give you clarity and peace of mind without the stress of trying to navigate it on your own.
WORKSHOP
Navigate Business Transition Planning with Confidence
September 29 - October 3, 2025
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Upcoming Events & On-Demand Sessions
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.
WORKSHOP
Navigate Business Transition Planning with Confidence
September 29 - October 3, 2025
Are you a business owner deciding if, when, and how to successfully transition your business? Are you anxious about ensuring a seamless shift in leadership while preserving your business’s value and legacy?
MASTERCLASS
Planning for Medicare
With Confidence
With Confidence
October 29, 2025
(Open Enrollment: October 15 - December 7)
Demystify Medicare and make informed decisions for your healthcare future.
TAX MASTERCLASS
Generational Wealth, Simplified
November 19, 2025
Understand strategies to build and preserve wealth for generations to come.
ON DEMAND
Women With Purpose
Join us for an empowering 30-minute masterclass designed specifically for women navigating life's financial transitions. This focused virtual session will equip you with practical strategies and essential knowledge to take confident control of your financial future.
Get Workbook >
ON DEMAND
Navigate Retirement with Confidence
Join host Michael Hakoun and the Ledyard Financial Advisors team for an immersive, 5-day virtual workshop that transforms retirement uncertainty into unshakeable confidence.
Meet Our Experts
Josephine Moran,
EMBA, M.S.
President & CEO
Ledyard
Michael Hakoun, CEPA
Executive Vice President & Chief Wealth Management Officer
Ledyard
Doug Phillips, CFA
Senior Vice President & Chief Investment Officer
Ledyard
Susan Renaud, CFP®, CEPAEMBA, M.S.
Senior Financial Advisor & Business Transition Planning Specialist
Ledyard
Karen Crump
Vice President and Senior Portfolio Manager
Ledyard
Valerie J. Nevel, Esq
Senior Vice President
and Senior Financial Advisor
& Fiduciary Consultant
and Senior Financial Advisor
& Fiduciary Consultant
Ledyard
Jeffrey Trombly
Senior Portfolio Manager and Medicare Specialist
Ledyard
© 2025 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.
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.