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Hall is president of the Bristol County Estate Planning Council. Hall specializes in comprehensive financial planning for individuals and business owners. This organization promotes a team approach to retirement and estate planning, involving cross-professional disciplines, to better serve the community. He lives in Westport with his wife, Norma.

Hall has been a New York Life agent since 1971 and is associated with New York Life's Boston General Office.

"We are committed to simplifying our customers' busy lives by making banking easier," said Vice Chairman Martin Bischoff, who heads Consumer and Business Banking at Citizens Financial Group. "Our recent offers have enabled us to attract tens of thousands of new Citizens Bank and Charter One customers. As part of our focus on exceptional service, we look forward to providing our customers helpful banking solutions to achieve their financial goals."

ETS International operates a fleet of luxury sedans, SUVs, limousines and executive vans in the Boston and Providence areas, as well as a global network that provides a wide menu of service in cities around the world.

Marsden has more than 12 years of experience in corporate procurement, coupled with more than five years in retail sales. He previously was a corporate travel analyst with Covidien/Tyco Healthcare in Mansfield. A resident of Fall River, Marsden is completing his degree in business administration from Nichols College in Dudley.

The workshop will take place from 2 to 7 p.m. Register by calling the Fall River/New Bedford Housing Partnership hot line at (866) 490-9455. Tuesday at Howland Place, 651 Orchard St., Unit 101. Residents from all communities are encouraged to attend.

chamber meeting BOURNE — The Cape Cod Canal Region Chamber of Commerce Bourne Committee will meet from 8 to 9 a.m. Wednesday at Upper Cape Cod Regional Technical School, in the canalside dining room.

mortgage workshop NEW BEDFORD — The Fall River/New Bedford Housing Partnership will present a free credit and mortgage counseling HomeSaver Workshop. It will assist homeowners who were affected by the mortgage crisis.

Customers can learn more at citizensbank.com or charterone.com or by visiting their nearest branch.

attends council meeting DARTMOUTH — Gerald F. Hall of Lifetime Financial Group LLC recently attended New York Life's Chairman's Council meeting in Bermuda. Invitations are reserved for the top 3 percent of New York Life's sales force of more than 11,000 licensed agents. Hall, a lifetime member of the Chairman's Council, took this opportunity to attend many informative sessions and participate in a full-day investment symposium.

bank sets record PROVIDENCE — Citizens Financial Group Inc. announced that it set a company record for new checking accounts opened by Citizens Bank and Charter One customers during a one-week period. From Oct. 3-9, Citizens opened tens of thousands of new checking accounts throughout its 12-state retail footprint, surpassing its one-week record in 2007 by nearly 200 percent.

Recently, Citizens began offering new customers up to $220 for opening a checking account. 13, customers earn $50 for enrolling in direct deposit; $25 for making five online bill payments; $25 for making five debit or credit card transactions; and up to $120 a year with Green$ense, which rewards customers for helping the environment by reducing paper transactions. Through the offer, which ends Nov. Launched last October, Green$ense rewards customers 10 cents for each electronic payment they make, up to $10 per month and $120 per year.

Guest speaker will be Thomas S. Cahir, administrator of the Cape Cod Regional Transit Authority.

There will be credit and mortgage counseling for homeowners who have concerns about their mortgage. Borrowers who are having difficulty paying their mortgage due to decreased earnings, job loss or mortgage interest rate increases are invited to attend the counseling. Participants are asked to take along all relevant mortgage and financial paperwork to ensure a thorough and efficient evaluation process.

new sales director BOSTON — ETS International, the Boston area global provider of chauffeur-driven transportation, has appointed Demetri Marsden of Fall River the company's director of sales.

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