Ledyard Wealth Management

🌟 Leader Spotlight: Valerie J. Nevel, Esq. 🌟 We’re honored to have Valerie Nevel, Senior Vice President & Senior Financial Advisor & Fiduciary Consultant at Ledyard Financial Advisors, leading an upcoming session in our Women’s Masterclass series. With over 35 years of experience in taxation, estate planning, trusts, and wealth management, Valerie brings a rare depth of legal and financial expertise. Her background includes roles with the MA Department of Revenue, Coopers & Lybrand, and State Street Bank, along with years of private legal practice focused on helping individuals and families secure their financial futures. A lifelong Upper Valley resident and dedicated community leader, Valerie currently serves on the boards of several local nonprofits and is a Past President of the New Hampshire Estate Planning Council. Her guidance in the Women’s Masterclass reflects her long-standing commitment to empowering women through knowledge, planning, and financial confidence. Don't miss out - register here: https://lnkd.in/gfUa3CDW #LedyardWealth #WomensMasterclass #FinancialConfidence Non-deposit investment products 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. 

Our team, Kathy LeClair and Catherine Bardier, attended the New Hampshire Conference for Women, presented by Women Inspiring Women and Leslie Sturgeon this week, experiencing valuable insights, meaningful connections, and powerful discussions. The sessions provided fresh perspectives on leadership, resilience, and collaboration, energizing us to apply these lessons in our work. We appreciate the organizers, speakers, and attendees for creating such a thoughtful event. Conferences like these remind us of the importance of learning, sharing, and growing together. And of course, a special thank you to Jenny Ruffin for bringing the traveling rubber chicken from the Upper Valley Business Alliance!

🌟 Leader Spotlight: Karen Crump 🌟 We’re proud to announce that Karen Crump, Vice President & Senior Portfolio Manager at Ledyard Financial Advisors, will be leading our upcoming "Women with Purpose" virtual masterclass With over 25 years of experience in the financial industry, Karen brings deep expertise and a passion for helping clients understand investments in a clear and meaningful way. Her career spans portfolio management, investment strategy, and financial education—from publishing insights and hosting a live radio show, to serving on local nonprofit boards. Karen’s leadership in this masterclass is just one more way she continues to empower others—especially women—to take charge of their financial futures. Don't miss out - register here: https://lnkd.in/gfUa3CDW #LedyardWealth #WomensMasterclass #FinancialConfidence Non-deposit investment products 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. 

Ready to take control of your financial future?  Our "Women with Purpose" virtual masterclass offers essential strategies for navigating life's transitions—divorce, health challenges, retirement planning—with financial confidence. Join the Ledyard team for actionable insights you can implement immediately to protect your wealth and secure your future. https://lnkd.in/gfUa3CDW #TheLedyardAdvantage #Retirement #workshop Non-deposit investment products 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. 

Happy Earth Day! We are all looking for new ways to help the environment while saving money. Check out these 10 tips to go green and save money from the American Bankers Association New Hampshire Bankers Association https://lnkd.in/ecBY4yTT

Learn new ways to protect yourself online from cyber-attacks with these tips from the American Bankers Association Foundation: https://lnkd.in/ebVHqGrg New Hampshire Bankers Association

Financial confidence is a journey, not a destination. Join our expert team for "𝘞𝘰𝘮𝘦𝘯 𝘸𝘪𝘵𝘩 𝘗𝘶𝘳𝘱𝘰𝘴𝘦: 𝘉𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘊𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦 𝘸𝘪𝘵𝘩 𝘠𝘰𝘶𝘳 𝘞𝘦𝘢𝘭𝘵𝘩" – a 30-minute virtual masterclass designed specifically for women navigating life transitions. Learn practical strategies for financial independence, estate planning essentials, and how to secure your future—on your terms. https://lnkd.in/gfUa3CDW Michael Hakoun, MBA, CEPA® Karen Crump #TheLedyardAdvantage #Retirement #workshop Non-deposit investment products 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. 

Our team attended the New Hampshire Bankers Association Women in Banking Conference: Unlocking Your Inner Power. We were proud to see our own Kimberly Lebron take the stage as a speaker, sharing her expertise and leadership insights with the industry. An inspiring event celebrating excellence in banking.

Couldn’t make it to the Ledyard Retirement Master Class? No worries — the full session is now available on demand! Tune in to hear from top experts as they cover: ✅ Smart scenario planning strategies ✅ How purpose shapes a fulfilling retirement ✅ Medicare A, B, C & D – demystified ✅ Insights from Christine Benz, author of 𝘏𝘰𝘸 𝘵𝘰 𝘙𝘦𝘵𝘪𝘳𝘦 ✅ 5 common retirement pitfalls (and how to avoid them) Watch the replay now: https://lnkd.in/g3bmHi-U #FinancialPlanning #MasterClassReplay #LedyardWealth Non-deposit investment products 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.

In a letter sent out on Friday, we discussed the recent tariff surge and trade policy shifts that have rattled markets, sparking recession concerns and a sharp S&P 500 drop. But history shows that extreme pessimism often precedes rebounds. At Ledyard Bank, we strive to build resilient portfolios—emphasizing high-quality assets, and proven managers like GQG Partners. While uncertainty persists, strategic positioning can help investors weather market turbulence. Learn more here https://lnkd.in/ejqZCSCR