November Business After Hours with John G. Ullman & Associates

Preparing for the end of life is never an easy conversation—but it’s one of the most important ones to have. From funeral arrangements to legal documentation and financial coordination, every decision made in advance helps reduce confusion and stress for loved ones later on.

Join the Rhinebeck Chamber and John G. Ullman & Associates for “Examining The Path Forward: A Guided Discussion to End-of-Life Planning.” This collaborative and informative session brings together a panel of local professionals who will share practical insights to help you and your family prepare with clarity, confidence, and peace of mind.

As you learn, enjoy light refreshments and conversation in a warm, welcoming setting. It’s a meaningful opportunity to connect, reflect, and plan for what truly matters—with support from trusted local experts.

Please register to join us for this special opportunity. Free for Chamber Members. We look forward to seeing you there.

 

Topics will include:

• First Steps After a Passing
• Burial & Cremation Options
• Essential Legal Documents
• Trusts & Probate Planning
• Tax & Gifting Strategies
• Coordinating Your Legacy

Presenters:

• Carra Kelly, Funeral Director
• Clare Troy, Funeral Director
• Karen Tobias, Esq.
• Chris Montalto, Esq.
• Andrew Baron, CFP®, EA