Your resource for practical financial guidance

The Knowledge You Need to Drive Your Financial Goals Forward

Workshops

Welcome to Ledyard Masterclasses & Workshops. Our engaging sessions and workshops are designed to give you the knowledge and tools to confidently navigate important financial issues. Whether you’re planning for the future, growing your business, or optimizing your wealth, we have a session for you.

Featured Workshops

Virtual workshop

Navigate Medicare Planning with Confidence:
What's Changing and What to Consider Before December 7

It’s that time of year again. Medicare's Annual Enrollment Period opens on October 15 and runs through December 7.  For 2027, there are key changes to consider before making your selections, from a higher Part D drug deductible and out-of-pocket cap on prescription costs to expanded Medicare-negotiated drug pricing and shifts in Medicare Advantage.

​On November 4, we’re hosting a free workshop, Navigate Medicare Planning with Confidence, to help you understand what’s changing and what you need to consider before December 7. Jeff Trombly, Vice President, Senior Portfolio Manager and Medicare Specialist at Ledyard Wealth Management, will walk you through everything you need to know.

November 4 at 1-2pm

On-Demand Sessions

Welcome to the Ledyard On-Demand Learning Portal.
​Explore our library of workshops and courses, designed to give you the knowledge and tools to confidently navigate important financial decisions—on your schedule. Whether you’re planning for the future, growing your business, or optimizing your wealth, you can access insights and resources anytime, at your convenience.

Topics Include

  • Estate Planning
  • Business Transitions
  • Medicare Planning
  • Retirement
  • Women with Purpose

Meet Our Experts

Josephine Moran,
​EMBA, M.S.

President & CEO

Ledyard

Michael Hakoun, CEPA

Executive Vice President & Chief Wealth Management Officer

Ledyard

Karissa McDonough, 
CFA

Senior Vice President & Chief Investment Officer

Ledyard

Doug Phillips, CFA

Chief Investment Officer Emeritus

Ledyard

Karen Crump

Vice President and Senior Portfolio Manager

Ledyard

Valerie J. Nevel, Esq

Senior Vice President
and Senior Financial Advisor
​& Fiduciary Consultant

Ledyard

Susan Renaud, CFP®, CEPAEMBA, M.S.

Senior Financial Advisor & Business Transition Planning Specialist

Ledyard

Jeffrey Trombly

Senior Portfolio Manager and Medicare Specialist

Ledyard

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​ For informational purposes only. Ledyard Wealth Management offers non-deposit investment products that are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.