Salisbury Bank collaborates with Noble Horizons to offer free Zoom event on getting your affairs in order
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October 13, 2021
Salisbury Bank collaborated with Noble Horizons and Ackerly Brown, LLP to bring “peace of mind” to those who seek advice on getting their affairs in order by offering a free Zoom event on the subject.
In this informative Webinar presenters will review the essential personal records, financial papers, and legal documents one must prepare, including:
- health (e.g. health care proxy, advance directives)
- finances (e.g. social security, retirement funds, bank accounts, etc.)
- legal documents (such as those that designate a power of attorney, etc.)
Charles Vail, an attorney with Ackerly Brown, has practiced law for over 40 years, and specializes in estate planning. He was the Chief Administrative Officer for Benjamin Moore & Co, and has earned Professional Certifications from The Wharton School, University of Pennsylvania, Columbia University Graduate School of Business, and Harvard University Graduate School of Business. He has been a Trustee of The Sharon Playhouse, the Salisbury Association Land Trust, is a past member of the Planning & Zoning Commission, and Zoning Board of Appeals in Salisbury, CT.
Kimberly Downey serves as a relationship manager and investment advisor to individuals and families at Salisbury Bank, with a specialization in Trust and Estate administration. She is the Chairperson of the Trust Administration Committee which oversees Salisbury Trust’s account administration matters. She holds a B.S. in Business Economics, a Master’s degree in Business Administration from Syracuse University, and is a Certified Trust and Financial Advisor. Kim serves her community through Salisbury Youth Hockey, EXTRAS after school and summer programs, and Salisbury Central School PTO.
Please join us on Tuesday, October 26, 2021
7:00 p.m. – 8:00 p.m.
To register, go to Noble Horizons website https://noblehorizons.org/events/getting-your-affairs-in-order/
Salisbury Bank is a full-service community bank headquartered in Lakeville, Connecticut and presently operates full service branches in Canaan, Lakeville, Salisbury, and Sharon, Connecticut; Great Barrington, Sheffield, and South Egremont, Massachusetts; as well as Dover Plains, Fishkill, Millerton, New Paltz, Newburgh, Poughkeepsie, and Red Oaks Mill, New York. The Bank has been serving families and businesses for over 170 years and offers a full range of consumer and business banking products and services as well as trust and investment services.