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Pay Your Loved Ones, Not the Government

An insightful, in-person seminar for single women featuring three experts in finance, accounting and law.

This post was contributed by a community member.
Jackie Baldwin is a Financial Advisor with B&L Financial Architects who takes a holistic approach to long term planning. She is one of three presenters during the seminar. (B&L Financial Architects)

A seminar for single women titled "Pay Your Loved Ones, Not the Government" will be held on Saturday, June 6 from 9 am to 12 noon. The event is being organized by the Take Charge Total Wellness Foundation and held at the Apostolic Fellowship Church of Jesus Christ, 1153 Blue Hills Avenue in Bloomfield. A light meal will be provided. There is a $50 fee, payable by cash or check at the door. Online pre-registration at www.TakeCharge.foundation is requested by June 2.

Presenters include Jackie Baldwin from South Glastonbury, a Financial Advisor with B&L Financial Architects who takes a holistic approach to long term planning; Brenden Healy from Colchester, a CPA and Partner-In-Charge of Tax Services at Whittlesey's Hartford office; and Marilyn Toland, Esquire, who operates Toland Law PC, a law firm in Hamden that specializes in estate planning, elder law and probate administration.

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The three presenters will share smart, practical ways for single women to leave money to others that do not require anyone to pay unnecessary taxes on what they give or receive. Q&A will be included.

Based in Bloomfield, the Take Charge Total Wellness Foundation is a 501c3 non-profit organization that seeks to increase the financial and health literacy of multiple generations of people in minority and underserved communities across the United States.

Brenden Healy is a CPA and Partner-In-Charge of Tax Services at Whittlesey's Hartford office. He is one of three presenters during this seminar. (Whittlesey)
Marilyn Toland, Esquire, operates Toland Law PC, a law firm that specializes in estate planning, elder law and probate administration. She is one of three presenters during this seminar. (Toland Law PC)
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