Archive: May 2024

John Brennan, Senior Vice President of Trust and Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts explains healthcare proxies and HIPAA disclosures. He talks about how they work and how to set them up.

John Brennan, Senior Vice President of Trust and Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts talks about the role of a power of attorney in estate planning. He talks about how to select, establish, and utilize a power of attorney.

John Brennan, Senior Vice President of Trust and Financial Services, at Cape Ann Savings Bank in Gloucester, Massachusetts talks with John Maher about estate planning wills. He explains how a will affects your estate after your death.

John Brennan, Senior Vice President of Trust and Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts, talks about how trusts are used in estate planning.

In this podcast, John Brennan, Senior Vice President of Trust & Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts, talks with John Maher about financial planning beyond the basics. He explains how to divert your current cash flow into savings.

In this podcast, John Brennan, Senior Vice President of Trust and Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts talks with John Maher about personal financial planning. They cover the essential ABC's including why you need a financial plan, what to prioritize, and how to get started.

In this podcast, John Maher chats with John Brennan, Senior Vice President of Trust and Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts, about financial advisors.