March 17 - Senior Fraud Prevention

Join our Principle, Victoria Lloyd, for a workshop on fraud preventionon March 17th at 12pm hosted by our colleagues at Caldwell Law. Victoria has over a decade of experience in fraud response and prevention, and will share updates on the latest tactics used by scammers and information on how to...

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Help your loved ones avoid scams this holiday season - CFPB

This winter, as we celebrate the holidays facing the new challenges of the pandemic, it’s important to make sure that our new normal doesn’t create new vulnerabilities. The Consumer Financial Protection Bureau, a federal agency that combats scams and financial crimes, has tips for avoiding scams that you can find...

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Welcome Anna Offen!

Anna Offen joined the Athena team this month as an Account Specialist II. She will be working in the Daily Money Management department, along with assisting various other departments to fulfill our client’s needs. Anna’s background is in community banking and project management. She worked for nine years at a local...

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2020 FAST of Vermont Virtual Conference

On October 8th, 2020, FAST of Vermont will host a virtual conference in lieu of a fall Tri-State Conference.  Our keynote speaker is Philip C. Marshall, Founder of Beyond Brooke, a cause-based campaign advancing elder justice.  Philip is the grandson of the late Brooke Astor – New York City Philanthropist,...

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