Spring, 2015
April 21, 2015
Bacon Wilson, Springfield, MA
JAD@BaconWilson.com
There are many financial aspects to consider during the dissolution of a legal union or divorce. This session will help you serve your clients who are ending their marriage, whether through litigation or mediation. We will also review common estate planning issues that should be considered during and after divorce. Bring your questions and learn how you can assist families in transition.
April 28, 2015
Edward Jones Investments, Westfield, MA
Timothy.Flynn@EdwardJones.com
This program will help you in working with clients who are nearing retirement, ages 55 and up, who have concerns about Social Security. The speaker will address the following questions:
May 5, 2015
Green & Sklarz LLC, New Haven, CT
egreen@gs-lawfirm.com
Michelle Festa, District Manager
Paychex mfesta@paychex.com
Assisting clients who owe money to the IRS is not as complicated as most practitioners believe, if you understand the rules of the game. This program will walk practitioners through how the IRS Collection function works, where key opportunities exist to help your clients and what the options are for resolving outstanding tax debts. There will also be a discussion of Collection Appeals and how to make best use of the Appeals function to resolve your client's issue.
Handouts_for_Collection_Presentation.pdf
May 12, 2015
Income & Wealth Advisors & Associates, West Springfield, MA
GHeiney@IncomeAndWealth.net
Although essential, surprisingly few individual are confident that they have achieved the critical balance between enjoying life today and having adequate retirement income to enjoy their retirement. Garry will take a deep dive into this subject with perspective and insight that will explore the risks, realities and opportunities well-informed businesses and individuals must address and resolve to achieve their "best-possible" outcomes.
May 19, 2015
Retirement Plan Advisory Services
mcallahan@rpasvcs.com
The underpinnings of behavior economics provide us with insight as to why we are afraid to invest and give us a good understanding of the psychological reasons for making money mistakes. This session will provide illustrations of common patterns, such as herd mentality, benchmarks or pre-established values, loss denial and overconfident abilities in up markets.
May 26, 20155
Retirement Plan Advisory Services
mcallahan@rpasvcs.com
At last, a detailed explanation of ETF's and their inclusion as the core holdings in most portfolios. This session will illustrate the advantages of ETF's, asset allocation techniques, loss aversion, stop/loss orders and tax preferential results.
June 2, 2015
Royal LLP, Northampton, MA
www.RoyalLLP.com
kschrengohst@royalllp.com
Attorney Karina L. Schrengohst will present an informative workshop on changes in Massachusetts employment law that every employer needs to be aware of, including sick time leave, domestic violence leave, and paternity leave.
The Dollars & Cents of Divorce: How Finances are Affected when Marriages End
Julie A. Dialessi-Lafley, J.D., PartnerBacon Wilson, Springfield, MA
JAD@BaconWilson.com
There are many financial aspects to consider during the dissolution of a legal union or divorce. This session will help you serve your clients who are ending their marriage, whether through litigation or mediation. We will also review common estate planning issues that should be considered during and after divorce. Bring your questions and learn how you can assist families in transition.
April 28, 2015
Social Security: Your Questions Answered
Tim Flynn, AAMSEdward Jones Investments, Westfield, MA
Timothy.Flynn@EdwardJones.com
This program will help you in working with clients who are nearing retirement, ages 55 and up, who have concerns about Social Security. The speaker will address the following questions:
- How does Social Security fit into a retirement income plan?
- When to start taking benefits?
- What about taxes?
May 5, 2015
Dealing with the IRS Collection Division
Eric L. Green, LL.M.Green & Sklarz LLC, New Haven, CT
egreen@gs-lawfirm.com
Michelle Festa, District Manager
Paychex mfesta@paychex.com
Assisting clients who owe money to the IRS is not as complicated as most practitioners believe, if you understand the rules of the game. This program will walk practitioners through how the IRS Collection function works, where key opportunities exist to help your clients and what the options are for resolving outstanding tax debts. There will also be a discussion of Collection Appeals and how to make best use of the Appeals function to resolve your client's issue.
Handouts_for_Collection_Presentation.pdf
May 12, 2015
Income T3 - Today, Tomorrow, Taxes!
J. Garry Heiney, AIFIncome & Wealth Advisors & Associates, West Springfield, MA
GHeiney@IncomeAndWealth.net
Although essential, surprisingly few individual are confident that they have achieved the critical balance between enjoying life today and having adequate retirement income to enjoy their retirement. Garry will take a deep dive into this subject with perspective and insight that will explore the risks, realities and opportunities well-informed businesses and individuals must address and resolve to achieve their "best-possible" outcomes.
May 19, 2015
Why Are We Afraid to Invest?
Michael E. Callahan, FSPA, EA, CPC, MAAA, PrincipalRetirement Plan Advisory Services
mcallahan@rpasvcs.com
The underpinnings of behavior economics provide us with insight as to why we are afraid to invest and give us a good understanding of the psychological reasons for making money mistakes. This session will provide illustrations of common patterns, such as herd mentality, benchmarks or pre-established values, loss denial and overconfident abilities in up markets.
May 26, 20155
Exchange Traded Funds (EFT's): How to Use Them to Your Advantage in Retirement Planning
Michael E. Callahan, FSPA, EA, CPC,Retirement Plan Advisory Services
mcallahan@rpasvcs.com
At last, a detailed explanation of ETF's and their inclusion as the core holdings in most portfolios. This session will illustrate the advantages of ETF's, asset allocation techniques, loss aversion, stop/loss orders and tax preferential results.
June 2, 2015
Massachusetts Employment Law Update
Karina L. Schrengohst, Esq.Royal LLP, Northampton, MA
www.RoyalLLP.com
kschrengohst@royalllp.com
Attorney Karina L. Schrengohst will present an informative workshop on changes in Massachusetts employment law that every employer needs to be aware of, including sick time leave, domestic violence leave, and paternity leave.