Spring, 2012
April 24, 2012
College of Business, Western New England University
jackgreeley@wne.edu
This presentation will explore ethical frameworks, "Balanced Scorecard" concepts, stakeholder theory, and issues of corporate sustainability practices NOTE: This program will begin at 2:00 and will meet the 4-hour ethics requirement for licensing.
May 1, 2012
LEE Energy Group
ToddBard@yahoo.com
In this presentation, we will look at new energy technologies that a business can procure to become more profitable. This material will go thru some case studies and show how the Tax Code & Incentives can affect the ROI on these projects.
May 8, 2012
Weatherby & Associates, Bloomfield, CT
www.weatherby-associates.com
This presentation will provide an overview of the traditional paradigm of assisting clients in planning for long-term care with insight into a new paradigm generally referred to as Life Care Planning. The focus of Life Care Planning is to assist the client in having the best possible quality of life for the remainder of their life. We will also address how to protect your clients, their home, their assets, and their family from the cost of long term care.
Michael McNerney Insurance
michael@safenestegg.net
No financial tool is as misunderstood or maligned as the annuity, yet nearly $800 million per day finds its way into annuities. This program will address the types of annuities along with their safety, income, suitability and taxation.
May 15, 201
President, Fee Disclosure Advisory Services, LLC
mec@fdas-408b2.com
This presentation will provide insights on the relative percentages that should be allocated to nearly riskless investments vs. those subject to variances in stock or bond markets.
Stacy Cugno, Sales Director
Pentec: A United Retirement Company
Stacy.Cugno@UnitedRetirement.com
Evaluating clients and restructuring retirement programs to better meet their needs.
May 22, 2012
O'Connell, Attmore & Morris, LLC
sbrighenti@oamlaw.com
Daniel O'Sullivan, Residential Mortgage Loan Officer
Webster Bank
dosullivan@websterbank.com
Mary Malinski, Broker-Owner, Paralegal
Sumner Associates, Inc.
mmalinski@aol.com
This presentation will be by a lawyer, banker and realtor on the legal, title-related and practical aspects of buying, financing and selling residential property. It will include negotiating and executing the Purchase and Sale agreement, determining and resolving any ownership or title issues, and handling the closing itself.
June 5, 2012
Cooley Shrair PC
Tmiranda@cooleyshrair.com
This discussion will outline the use of meditation in dispute resolution compared to arbitration and fighting in court. The focus will be on real property disputes including land use, easements and boundary line disputes, and the use of mediation in will contests and property settlement of a decedent's estate.
Corporate Ethics and Considerations of Corporate Sustainability
(4 Hours)
Jack Greeley, Executive in Residence, Management DepartmentCollege of Business, Western New England University
jackgreeley@wne.edu
This presentation will explore ethical frameworks, "Balanced Scorecard" concepts, stakeholder theory, and issues of corporate sustainability practices NOTE: This program will begin at 2:00 and will meet the 4-hour ethics requirement for licensing.
May 1, 2012
Emerging Energy Technologies that Reduce Consumption & Green House
Gases … But Increase the Bottom Line
Todd Bard, President/CEOLEE Energy Group
ToddBard@yahoo.com
In this presentation, we will look at new energy technologies that a business can procure to become more profitable. This material will go thru some case studies and show how the Tax Code & Incentives can affect the ROI on these projects.
May 8, 2012
Life Care Planning & 7 Secrets Your Clients Need to Know
Henry Weatherby JD, CLU, ChFC, CEBSWeatherby & Associates, Bloomfield, CT
www.weatherby-associates.com
This presentation will provide an overview of the traditional paradigm of assisting clients in planning for long-term care with insight into a new paradigm generally referred to as Life Care Planning. The focus of Life Care Planning is to assist the client in having the best possible quality of life for the remainder of their life. We will also address how to protect your clients, their home, their assets, and their family from the cost of long term care.
Attendees will receive free e-book "Alzheimers Legal Survival Guide"
Hidden Truths About Annuities
Michael McNerney CASMichael McNerney Insurance
michael@safenestegg.net
No financial tool is as misunderstood or maligned as the annuity, yet nearly $800 million per day finds its way into annuities. This program will address the types of annuities along with their safety, income, suitability and taxation.
May 15, 201
Securing Retirement Income
Michael E. Callahan, ERPA, FSPA, CPCPresident, Fee Disclosure Advisory Services, LLC
mec@fdas-408b2.com
This presentation will provide insights on the relative percentages that should be allocated to nearly riskless investments vs. those subject to variances in stock or bond markets.
Retirement Planning Efficiencies
Michael Ouellette, Pension SalesStacy Cugno, Sales Director
Pentec: A United Retirement Company
Stacy.Cugno@UnitedRetirement.com
Evaluating clients and restructuring retirement programs to better meet their needs.
May 22, 2012
Buying, Selling & Financing Residential Real Estate in Challenging Times
Simon J. Brighenti, Jr. Attorney at LawO'Connell, Attmore & Morris, LLC
sbrighenti@oamlaw.com
Daniel O'Sullivan, Residential Mortgage Loan Officer
Webster Bank
dosullivan@websterbank.com
Mary Malinski, Broker-Owner, Paralegal
Sumner Associates, Inc.
mmalinski@aol.com
This presentation will be by a lawyer, banker and realtor on the legal, title-related and practical aspects of buying, financing and selling residential property. It will include negotiating and executing the Purchase and Sale agreement, determining and resolving any ownership or title issues, and handling the closing itself.
June 5, 2012
Using Mediation to Settle Property Disputes
Atty Thomas MirandaCooley Shrair PC
Tmiranda@cooleyshrair.com
This discussion will outline the use of meditation in dispute resolution compared to arbitration and fighting in court. The focus will be on real property disputes including land use, easements and boundary line disputes, and the use of mediation in will contests and property settlement of a decedent's estate.