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FRAUD ALERT: Ledyard, along with other local banks, have received reports of fraudulent text messages and phone calls. Please remember that we will never call or text you asking for your account or login information. If you ever receive one of these messages, please do not provide any information and feel free to call us at 888-746-4562.

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Celebrating 25 years


Book a Call with Kathy LeClair

Kathy-LeClair-WebFinal.JPGIf you'd like to learn more about any of these topics
and how they might factor into your retirement planning,
book a call with Kathy LeClair, Senior Vice President, today.




sq-Register-Now-June-Road-Ledyard-2023_Masterclass-Series.jpgMasterClass Session 2  -  June 21, 2023

What You Need to Know About Roth IRAs and Roth Conversions

Presented by Ledyard's Diane DeStefano, Senior Financial Advisor
and Karen Crump, Senior Portfolio Manager

Diane and Karen will discuss what you need to know about Roth IRAs and Roth conversions, and if a Roth IRA is something you should consider for your retirement plan.



During this half-hour class, Diane and Karen will explain:

  • How is a Roth IRA different from a Traditional IRA?
  • What is the five year clock?
  • What is a Roth conversion?

WATCH NOWMasterClass Session 1
Do you need long-term care insurance?

Presented by Tim Sumner, Ledyard's Senior Financial Consultant

Tim Sumner discusses the different types of long-term care insurance available and if it’s something you should be considering.


Watch this half-hour session where Tim explains:
  • Whether or not you need Long-Term Care Insurance and how it works.
  • How to determine how much it costs and how much coverage you need.
  • The potential tax benefits of Long-Term Care Insurance and how it can protect not only your health but your wealth, too.
  • How to choose the best insurance provider and what to look out for.
  • Find out if pre-existing conditions will impact your ability to get long-term care benefits.
  • The various options of Long-Term Care Insurance and what to do if you have Long-Term Care Insurance but end up never needing it.
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