join the 5-DAY Navigate Retirement with Confidence workshop Hosted by Michael Hakoun | starting Sept 26th

the 5-day Navigate Retirement with Confidence workshop Hosted by Michael Hakoun | starts MARCH 25TH

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WHAT IF THERE WAS A BETTER WAY TO KNOW THAT YOU CAN ACTUALLY LIVE THE LIFE YOU WANT?

One of the greatest struggles for people who are approaching or in retirement is ensuring they will not run out of money.

 Every day, the same fear of not having enough repeats itself.
 
Are you hoping one day to finally find peace of mind, feel confident and know that I’m going to be ok in my retirement?
 
The uncertainty around whether you will have enough for retirement is about to change.
 
We created the Navigate Retirement with Confidence Workshop to help those approaching and in retirement discover the peace of mind you’ve been looking for, without the stress of trying to navigate on your own.

Check out our three minute video below so you can see how we help clients live in retirement with more certainty...

GET REGISTERED WHILE YOU STILL CAN!

In this 5-Day Workshop you will get live best-in-class Wealth Management Insights that others have paid $1,000s for...absolutely for FREE! 

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We know that one of the greatest struggles for people who are approaching or in Retirement is ensuring they will not run out of money


join the workshop for the chance to win these prizes daily...

When you show up live to the Workshop starting on 
March 25th, you'll get the chance to win gift cards to some amazing local restaurants.

We'll be giving away $100 worth of gift cards each day of the Navigate Retirement with Confidence Workshop!

Having a successful retirement requires preparation and planning 

STOP WORRYING AND TAKE ACTION WITH A TEAM OF EXPERTS TO GUIDE YOU

What if you could finally experience the peace of mind you’ve been looking for?

  • You will leave more confident with the steps needed to prepare for retirement
  • If you are in retirement, see how you can live with more certainty and peace of mind

Here's what you'll be learning:

DAY 1

Mapping your retirement: Design your ideal future and understand your distribution options.

DAY 2

Navigating retirement healthcare costs and simplifying social security decisions.

DAY 3

Learn how to avoid the 5 mistakes investors make with retirement planning.

DAY 4

Uncover the determining factor that will provide fulfillment in retirement.

DAY 5

The power of scenario planning: Unveiling the path to your well-funded retirement.  

FREQUENTLY ASKED QUESTIONS

Who should sign up for the workshop?
If you are working and thinking about retirement – this workshop is for you. You will leave more confident with the steps needed to prepare for retirement.
 
If you are in retirement – this workshop is for you. see how you can live with more certainty and peace of mind.

How do I get access to the workshop?
Once you register for the workshop, you'll be taken to a page that has a link to the Facebook Group. We will also send it to you via email. Use your primary email so you'll be sure to see it! You'll receive your confirmation email within 1 hour of enrolling. If you haven't received it, be sure to check your spam folder or contact financialadvisors@ledyard.bank

What if I can’t be there live?
Not a problem! We will keep the workshop replays up in the Facebook Group (you’ll have access to join this once you register) for a few days so you can catch up on the workshop sessions!

Meet Your Host

Michael Hakoun, CEPA

Executive Vice President & Managing Director

Michael Hakoun is the Executive Vice President & Managing Director of Ledyard Financial Advisors, with more than two decades of experience in the investment management and banking industry. Michael’s extensive wealth management and banking experience perfectly complements Ledyard’s strategic goals and passion for developing long-term client relationships.
 
Prior to joining Ledyard, Michael led a five-state team located in New Hampshire, Vermont, Maine, Massachusetts and Rhode Island supporting 230 branches for TD Bank. The Wealth Management comprehensive team included Wealth Strategists, Investment Advisors, Trust Advisors, Wealth Lending Specialists, Private Client Relationship Managers and Client Services. Prior to leading that team, Michael worked in Canada where he led a Call Center for TD Ameritrade in London, Ontario. He also worked in Toronto, Ontario, leading the Customer & Employee Experience Strategy groups across the North American Call Centers, which included Wealth Direct Investing & the Wealth Advice Center. Additionally, Michael has Retail Banking experience with TD, as a prior Retail Regional Manager in the Greater Concord - Lakes area of NH. Prior to joining TD, he worked with Citibank & Guardian Life Insurance.
 
Michael graduated from McMaster University’s DeGroote School of Business in Ontario, Canada with a Master of Business Administration. Michael has a Bachelor of Science degree in Business Economics from the State University of New York at Oneonta and also holds FINRA Series 7, 63, 65, 24 licenses.  

Michael earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive executive MBA-style program.
 
He teaches students at his local church's youth group and recently served recently served on the board of Mount Zion Christian Schools.

Ledyard Financial Advisors currently helps over 650 families & individuals across 40 states and 8 foreign countries, managing over $1.8 Billion in assets under management. Ledyard Financial Advisors is a division of Ledyard National Bank, with 8 Financial Centers and 3 Financial Advisors offices across New Hampshire and Vermont. We take a boutique, family office approach to financial services – helping clients with comprehensive wealth management, trust & estate planning, cash-flow scenario planning, banking & cash management, and tax planning.
WHO WILL YOU LEARN FROM DURING THE WORKSHOP?

Meet These Amazing Speakers...

Chief Investment Officer
Doug Phillips joined Ledyard Financial Advisors in 2017 after spending 30 years in the investment management industry serving affluent individuals and families, foundations and endowments. 

As Chief Investment Officer, he is responsible for leading the investment team and managing Ledyard's investment process, research activities and the development of portfolio strategy. He also enjoys working directly with clients to help them meet their financial objectives.


Senior Financial Advisor
Susan Renaud joined Ledyard Financial Advisors in June of 2015 and has 25 years of finance, operations and consulting experience in New England and Europe. Prior to joining Ledyard, she was an independent CFO consultant working with small businesses. Susan has enjoyed a wide and varied career having previously served as Director of Strategic Integration with Dartmouth-Hitchcock, CFO at King Arthur Flour, Mergers and Acquisitions consultant with PwC London and held various roles at Ben & Jerry’s in Vermont, London and Paris. 

Susan earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive executive MBA-style program. Susan is a Certified Financial Professional and a Certified Public Accountant.
Special Guest
Professional Life, Leadership and Executive Coach
Marian Janes is thrilled to partner with Ledyard Financial Advisors in support of their Navigate Retirement with Confidence Workshop.
Marian is no stranger to transition as she has navigated the complex challenges of corporate leadership, helping break through boundaries of chaos and disruption amidst ongoing change and uncertainty. With an expertise in developing leaders, uniting teams, and energizing culture, she has worked with a diverse group of global clients across many industries, unleashing potential that transcends boundaries. She completed the rigorous credentialing program and is a Professional Certified Coach through the International Coaching Federation. She now helps others make progress towards their own vision.
Marian serves corporate leaders and executives who are challenged by their own transition within their current career progression, on the cusp of leaving the workforce, or already retired. Those who seek out Marian find a competent and caring partner to help them develop the mental fitness needed to step into new possibilities.
With a master’s degree from Indiana University, Marian serves as a Core Group Coach for Chief, a private membership network focused on connecting and supporting female executive leaders, as a Mentor Coach to other coaches, and an instructor and consultant at Rutgers University. 

100% Money Back 30-Day Guarantee

If for any reason at all, if you aren't satisfied with our program... you have a full 30 days, to email us and receive a 100% Money Back no questions asked.

Dear Working Professional / Business Owner thinking about Retirement or Retiree…

You probably are asking yourself:

Will I have enough to live the life I want?
                       
We know that one of the greatest struggles for people who are approaching or in retirement is ensuring they will not run out of money.
 
So often you are watching the news or talking with friends and while thinking about the future, this same fear of not having enough repeats itself.
 
Are you hoping one day to finally find peace of mind, feel confident and know that you’re going to be ok in my retirement?
The uncertainty around whether you will have enough for retirement is about to change...
 We created the Navigate Retirement with Confidence Workshop to help those approaching and in retirement discover the peace of mind you’ve been looking for, without the stress of trying to navigate on your own.
 
Over the past 30 years, we’ve helped over a 1000 clients reach their financial goals and starting on March 25th, this is your opportunity to do the same in an interactive experience.
 
By the end of our time together, you’ll know the 5 decisions to live with more certainty in retirement.
 
Click below to register for our Navigate Retirement With Confidence Workshop now!
TESTIMONIALS

What Others Are Saying

We value the relationships developed with our clients. It is a privilege to earn their loyalty and trust. Please read more about being a Ledyard client:

"Years ago, we chose Ledyard Financial Advisors for their expertise in financial planning, investments and tax management. Grounded in knowledge, enthusiasm and a glowing spirit, they’ve created a one-of-a-kind sub-community in which we place our full trust and appreciation. Walking into the Ledyard building feels like we’re seeing old friends – and we are! We are more grateful than ever as we get older to have Ledyard in our corner. "
- Doug & Joanne W.
"We are extremely proud to be a part of the Ledyard Bank family; a local bank that took interest in a local company. From day one it was clear that this was a partnership between ARC Mechanical and Ledyard. We discussed our goals and they wanted to be a part of helping make those goals possible. Ledyard Bank’s commitment to community and growing local businesses fits the values we hold as a company."
- Jody P. & Andy C.
"Ledyard impressed us from the very beginning and consistently wows us with above and beyond service! The personal attention given to our financial needs exceeds any we have experienced with other banks. Katie Blake and her team make it a point to treat us like gold. For example, on a recent trip overseas we left home with the financial peace of mind you only get when you have a team like Ledyard’s proactively watching out for you whether you’re in town or traveling abroad."
- Mark & Marilyn W.
"In banking, as in healthcare, we are fortunate to have valuable local resources in our community. I never truly knew what a community bank was until I joined Ledyard’s Board of Directors. It has been satisfying to be part of an organization that cares, and to see firsthand how local employees, local knowledge and local commitment betters the lives of our neighbors. Beyond financial health, Ledyard invests in our region by promoting wellness through education, its annual walking challenge and its partnership with the American Heart Association. Plan well, Live well perfectly reflects the bank’s philosophy, capabilities, and their ongoing promise to our community."
- Bruce P. K.
"I joined Ledyard Bank’s Board of Directors nearly 20 years ago. It’s been incredibly fulfilling to serve on a local board that has real decision-making responsibilities resulting in powerful and positive impacts to the communities we serve. I also feel strongly about Ledyard’s core values. The leadership is outstanding and every employee cares deeply about the health and well-being of their clients and the region. “Plan well. Live well.” is more than just their tagline; it’s the philosophy that is honored in the many ways that they guide, educate and support their clients and community."
- Cotton M. C.
"As the owners of a specialty dental practice, we believe in providing our patients with both exceptional clinical care and customer service. We have come to value that same level of service from Ledyard Private Banking. From our business accounts and loans, to our home mortgages and beyond, their attention to detail and seamless customer service makes banking easy and allows us to focus on our patients and families."
- Dr. Brooke B. & Dr. Rebekah L.
"While managing our dermatology practice and patient responsibilities, we needed to find a bank that we could count on to oversee our finances while understanding our goals. Working with Ledyard’s Private Banking division over the last two years has been the perfect fit. We worked closely with Ledyard to have our mortgage, home equity line of credit, and our investments all in one place. With the first-class service and attention to detail we have grown to expect from Ledyard Private Banking, we have the freedom and peace of mind to focus on our patient care, knowing that they are taking care of us."
- Dr. Michael Shane C. & Dr. Nicole P.
"Eight years ago when we decided to purchase our own business, we turned to Ledyard and their commercial banking team. Nearly a decade later, we still rely on Ledyard to help us navigate through the complex financial aspects of owning and operating our own business. We consider Ledyard Bank to be a partner in our success and look forward to continued prosperity in our future business ventures."
- Tom E. and Shawn H.
"Banking with Ledyard, a local bank who knows us and our business, is an advantage we appreciate. Since purchasing the Norwich Inn in 2006, we've relied on Ledyard's business banking team to lead us smoothly through the loan process and provide relevant guidance to help grow our business. Ledyard was there for us again in 2009, providing additional funding for our expansion. It's a great feeling to know that we have such a strong community bank believing in us and supporting our dreams."
- Joe and Jill L.

TIME-SENSITIVE! GET REGISTERED WHILE YOU STILL CAN

In this 5-Day Workshop you will get Live best-in-class Wealth Management Insights that others have paid $1,000s for...absolutely for FREE! 
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