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John Brennan, Vice President and Senior Trust Officer and Franco Maniaci, Trust Investment Officer at Cape Ann Savings Bank sit down with John Maher to talk about planning. They look at the differences between financial, retirement, and estate planning and explain how each type of planning is important for people's financial wellness.

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.

John Maher talks investment terms with John Brennan, Senior Vice President, Trust & Financial Services and Rick Ciolino, Trust Investment Officer, at Cape Ann Savings Bank in Gloucester, Massachusetts.

John Brennan, Senior Vice President, Trust & Financial Services and Rick Ciolino, Trust Investment Officer, at Cape Ann Savings Bank talk with John Maher about retirement. They look at the three-legged stool of retirement — pensions, Social Security, and personal savings.