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Documenting your legacy, accounting and planning for family dynamics, and implementing today’s leading strategies are all reasons why estate planning should be on everyone’s radar. Whether you are looking to update your plan or create a new one, learn the essentials of estate planning during this webinar.
Experts from Manning & Napier will lead the conversation and share scenarios to help you work through your own estate plan.
This webinar is eligible for one hour of CFP CE credit.
March 22, 2023
Panelists:
Senior Financial Consultant,
Manning & Napier
Vice President and Trust Officer,
Exeter Trust Company
Moderator:
Associate Advisory Services Consultant,
Manning & Napier
Sponsored by:
Doug Hilfiker is a senior financial consultant at Manning & Napier. In this capacity, he leads a team-based approach, responsible for coordinating all aspects of client relationships with Manning & Napier, including both investment specific discussions and comprehensive wealth planning topics. Hilfiker joined the firm in 2021 and has over 16 years of experience in the financial services industry, including 12 years with J.P. Morgan Private Bank. His prior experience also includes six years in the private practice of law, focusing on trusts and estates and closely held business law with the firm Harter, Secrest & Emery. Hilfiker earned his BA in English from Vanderbilt University in 1997 and his JD from Case Western Reserve University School of Law in 2000. He is admitted to practice law in New York and Florida and currently holds Series 7 and 66 licenses.
Veronica Van Nest is a vice president and trust officer as well as a member of the Trust & Investment Committee of Exeter Trust Company, a New Hampshire Chartered Trust Company. As a trust officer, she is responsible for reviewing and administering trusts of which Exeter Trust Company has been named as trustee and as a member of the Trust & Investment Committee is responsible for reviewing the investment of trust assets as well as the discussion and approval of various trust administration issues.
Van Nest 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.
Prior to joining Exeter Trust Company, Van Nest earned her JD from Valparaiso University School of Law in 1995 and began her career as an attorney in a private practice in Buffalo, New York. There, she specialized in estate planning, estate and trust administration, and elder law. She is a member of both the New York and Illinois Bars and is also a member of the Estate Analysts of Western New York.
