Spring, 2018
May 1, 2018
Michael E. Callahan, FSPA, EA, CPC, RMA, CWS, Edu4retirement, Inc.
mc@edu4retirement.com
Over 85% of the elderly face some form of incapacity in retirement, yet no one considers it. Learn about the essential legal, medical and financial aspects to protect your clients and their family should one or both become incapacitated in retirement.
May 8, 20186
Michael McNerney, CAS
Safe Nest Egg
Michael@SafeNestEgg.net
This program will address:
o Features/benefits of fixed and fixed indexed annuities
o Suitability and appropriate applications for annuities
o How to evaluate an annuity
Cheryl A. Parker, Esq.
Parker & O'Grady
CParker@ParkerAndOgrady.com
Learn how CPA's can help their clients to have current estate plans, including beneficiary designations. Other topics discussed will consider gifting and Medicare planning.
May 15, 2018
Charlie Christianson, President
Mark Jardim, Director of Engineering
CMD Technology Group, Inc.
Peritus Security Partners, LLC
cac@cmdweb.com
CMD will discuss current cyber-threats, methods of protection & how cyber-attacks should be considered in your disaster recovery plan. This interactive program will use real world examples & practical methods of remediating vulnerabilities.
May 22, 2018
Kathryn C. Crouse, J.D, Associate
KCrouss@BaconWilson.com
This overview of the essentials of employment law will cover various aspects of the employer/employee relationship, including recent changes - the Pregnant Workers Fairness Act effective April 1, 2018, the new Massachusetts Pay Equity Act effective July 1, 2018, and sexual harassment policies and procedures in the changing landscape of the "me too" movement.
Lisa L. Halbert, J.D., Associate
LHalbert@BaconWilson.com
This presentation will address estate planning for seniors including necessary documents and an overview of the qualification process for MassHealth (Medicaid).
Talia K. Landry, J.D., Associate
TLandry@BaconWilson.com
This overview will address the legal processes and procedures available when a will, trust, or appointment of fiduciary is challenged. Discussion will include guardianships and conservatorships.
Julie A. Dialessi-Lafley, J.D., Partner
JAD@BaconWilson.com
This discussion will cover legal and financial considerations relative to divorce in the Commonwealth, including the formula for child support, alimony, division of assets, and custody/parenting time.
May 29, 2018
Shannon Bein, Asst. Branch Manager
Citizens Bank, Westfield
Shannon.Bein@CitizensBank.com
Katie Farrington, Program Coordinator
Chris Walkiewicz, Financial Advisor
Understanding student loan options & how they affect your financial decisions.
June 5, 2018
Brent Schutte, CFA, Chief Economist
Matthew Stucky, CFA, Portfolio Mgr.
Northwestern Mutual
This session will offer a timely financial update.
Robert A. Roth, CLU, ChFC, AEP
Roth Financial
Bob.Roth@nm.com
What options do people have to address the risk of acquiring long term care without having to accept the risk of carriers leaving the business and/or raising premiums?
June 12, 2018
Josephine Sarnelli, CPA
Consultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. This interactive program will include an exploration of some of the recent ethical cases and introduce various approaches to ethical decision making. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants' decisions and activities as well as the decisions of others in business. The course will develop the student's ability to approach ethical issues in a logical and professional manner.
Planning for Incapacity: It's More than Widening a Door!
Michael E. Callahan, FSPA, EA, CPC, RMA, CWS, Edu4retirement, Inc.
mc@edu4retirement.com
Over 85% of the elderly face some form of incapacity in retirement, yet no one considers it. Learn about the essential legal, medical and financial aspects to protect your clients and their family should one or both become incapacitated in retirement.
May 8, 20186
Annuity Basics
Michael McNerney, CAS
Safe Nest Egg
Michael@SafeNestEgg.net
This program will address:
o Features/benefits of fixed and fixed indexed annuities
o Suitability and appropriate applications for annuities
o How to evaluate an annuity
Estate Planning & CPA's
Cheryl A. Parker, Esq.
Parker & O'Grady
CParker@ParkerAndOgrady.com
Learn how CPA's can help their clients to have current estate plans, including beneficiary designations. Other topics discussed will consider gifting and Medicare planning.
May 15, 2018
Cyber Security: Best Practices & Methods of Protecting Your Business
Charlie Christianson, President
Mark Jardim, Director of Engineering
CMD Technology Group, Inc.
Peritus Security Partners, LLC
cac@cmdweb.com
CMD will discuss current cyber-threats, methods of protection & how cyber-attacks should be considered in your disaster recovery plan. This interactive program will use real world examples & practical methods of remediating vulnerabilities.
May 22, 2018
PANEL FROM BACON WILSON:
Employment Law Changes
Kathryn C. Crouse, J.D, Associate
KCrouss@BaconWilson.com
This overview of the essentials of employment law will cover various aspects of the employer/employee relationship, including recent changes - the Pregnant Workers Fairness Act effective April 1, 2018, the new Massachusetts Pay Equity Act effective July 1, 2018, and sexual harassment policies and procedures in the changing landscape of the "me too" movement.
Estate Planning for Seniors
Lisa L. Halbert, J.D., Associate
LHalbert@BaconWilson.com
This presentation will address estate planning for seniors including necessary documents and an overview of the qualification process for MassHealth (Medicaid).
Probate Litigation: Family Conflict in the Courtroom
Talia K. Landry, J.D., Associate
TLandry@BaconWilson.com
This overview will address the legal processes and procedures available when a will, trust, or appointment of fiduciary is challenged. Discussion will include guardianships and conservatorships.
Divorce: Legalities of Ending a Marriage
Julie A. Dialessi-Lafley, J.D., Partner
JAD@BaconWilson.com
This discussion will cover legal and financial considerations relative to divorce in the Commonwealth, including the formula for child support, alimony, division of assets, and custody/parenting time.
May 29, 2018
Student Loans
Shannon Bein, Asst. Branch Manager
Citizens Bank, Westfield
Shannon.Bein@CitizensBank.com
Katie Farrington, Program Coordinator
Chris Walkiewicz, Financial Advisor
Understanding student loan options & how they affect your financial decisions.
June 5, 2018
Economic Update
Brent Schutte, CFA, Chief Economist
Matthew Stucky, CFA, Portfolio Mgr.
Northwestern Mutual
This session will offer a timely financial update.
Long Term Care: Past, Present & Future
Robert A. Roth, CLU, ChFC, AEP
Roth Financial
Bob.Roth@nm.com
What options do people have to address the risk of acquiring long term care without having to accept the risk of carriers leaving the business and/or raising premiums?
June 12, 2018
Professional Ethics (4 Hours)
Josephine Sarnelli, CPA
Consultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. This interactive program will include an exploration of some of the recent ethical cases and introduce various approaches to ethical decision making. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants' decisions and activities as well as the decisions of others in business. The course will develop the student's ability to approach ethical issues in a logical and professional manner.