SPECIAL BREAKFAST EVENT
Trusts & Estate Planning
Monroe Golf Club
Tuesday, May 2 | 8:30 AM ET
We invite you to join us for a special breakfast event with Veronica Van Nest, JD, Vice President & Trust Officer, on Tuesday, May 2nd. Veronica will share why and how to incorporate trusts into your estate planning and strategies you can use to get started.
If you’re thinking about reviewing your own estate planning needs, or curious to learn more about how to start the estate planning process, we encourage you to join us.
Breakfast will be provided.
Register
We'll cover...
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Who needs estate planning |
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Where to start |
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Tax-efficient strategies |
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Open Q&A |
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And more! |
Veronica Van Nest, JD
Vice President & Trust Officer,
Exeter Trust Company
More about Veronica
Veronica Van Nest, JD, is an accredited estate planning attorney who serves as Vice President and Trust Officer of our Personal Trust Services team. As a Trust Officer, she is responsible for working with clients to review and administer trusts. Veronica is also a Senior Wealth Management Consultant for Manning & Napier’s Advisory Services Group where her primary responsibilities are to review and evaluate clients’ estate plans, as well as advise them on any recommended changes and coordinate those changes with their outside advisors as well as to provide advice on financial planning to clients.
Who we are
Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.
We can help
Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.
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Manning & Napier Personal Trust Services provided by Exeter Trust Company (ETC), a New Hampshire charted trust company and affiliate of Manning & Napier Advisors, LLC. Fiduciary trust and custody services are available through Exeter Trust Company.
Advisory services provided by Manning & Napier. Manning & Napier Investor Services, Inc., an affiliate of Manning & Napier and ETC is a member of FINRA.