Fall, 2017
October 17, 2017
Panel from TD Wealth Management
Sid Vaidya, CFA, Chief Strategist
Brett Bartkiewicz, Vice President, Senior Investment Officer
Mark Hasenauer, Vice President, Wealth Strategist
Jim Beam, Senior Vice President, Regional Investment Director
Brett.Bartkiewicz@td.com
As the US Wealth Investment Strategist, Sid is tasked with delivering the firm's thought leadership, market views and investment strategies across all asset classes for client portfolios. In this program, TD Wealth Management will provide a current economic and market update, along with possible investment strategies for the future. The speakers will also touch on the importance of business succession planning.
October 24, 2017
From PeoplesBank:
Mark Foster, VP Risk Oversight
MFoster@bankatpeoples.com
Matthew Judd, Cyber Security Officer
In this session attendees will learn tips to ensure that vendors are taking appropriate measures to protect your confidential information. We will also discuss incorporating cyber events as part of your overall business continuity plan.
October 31, 2017
Tim Hampson, Regional VP
Hartford Funds
tim.hampson@hartfordfunds.com
Sylvester Thomas, Jr LUTCF Managing Director
Pioneer Wealth Advisors
sylvester.thomas@pioneerwealthadv.com
Retirement can seem distant next to life's daily dilemmas, leaving little time to think about the future. Research from MIT AgeLab can help individuals plan for a satisfying retirement. Additionally, an array of apps, sites, and devices can make it easier for people to continue to work (if they want to), stay healthy, live in the home of their choice, and remain socially connected as they age.
November 7,2017
Daniel Jock, Enrolled Actuary, President,
Cornerstone Retirement Plan Advisors
daniel.jock@cornerstoneretirementplans.com
David Fedor, CFP, Practitioner and Chartered Retirement Planning Counselor, President,
Fedor Financial
www.fedorfinancial.com
The focus of this program is on qualified plans best designed for small businesses. Learn how to maximize tax-advantaged retirement savings and insurance for the business owner.
November 14, 2017
Timothy M. Netkovick, Esq.
Royal, PC
tnetkovick@theroyallawfirm.com
www.theroyallawfirm.com
Attorney Netkovick will discuss new employment laws, updates to existing employment laws, and other frequently discussed topics in employment law such as the Family and Medical Leave Act, Workers' Compensation, and the Americans with Disabilities Act.
November 21, 2017
(4 Hours)
Rich Hellmold
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers97@gmail.com
Deborah Rogers, CPA
Abrams Little-Gill Loberfeld PC
DRogers@all-cpas.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.org before the program.
2017_C_Corp_Tax_Update.pdf
2017_Estate_and_Gift_Tax_Update.pdf
2017_Individual_Tax_Update.pdf
2017_Partnership_Tax_Updates.pdf
2017_Regional_Forums_Bibliography.pdf
2017_S_Corp_Tax_Update.pdf
2017_Tax_Accounting_Update.pdf
TD Wealth Market & Economic Update
Panel from TD Wealth Management
Sid Vaidya, CFA, Chief Strategist
Brett Bartkiewicz, Vice President, Senior Investment Officer
Mark Hasenauer, Vice President, Wealth Strategist
Jim Beam, Senior Vice President, Regional Investment Director
Brett.Bartkiewicz@td.com
As the US Wealth Investment Strategist, Sid is tasked with delivering the firm's thought leadership, market views and investment strategies across all asset classes for client portfolios. In this program, TD Wealth Management will provide a current economic and market update, along with possible investment strategies for the future. The speakers will also touch on the importance of business succession planning.
October 24, 2017
Vendor Management & Business Continuity
From PeoplesBank:
Mark Foster, VP Risk Oversight
MFoster@bankatpeoples.com
Matthew Judd, Cyber Security Officer
In this session attendees will learn tips to ensure that vendors are taking appropriate measures to protect your confidential information. We will also discuss incorporating cyber events as part of your overall business continuity plan.
October 31, 2017
Transforming Retirement
Tim Hampson, Regional VP
Hartford Funds
tim.hampson@hartfordfunds.com
Sylvester Thomas, Jr LUTCF Managing Director
Pioneer Wealth Advisors
sylvester.thomas@pioneerwealthadv.com
Retirement can seem distant next to life's daily dilemmas, leaving little time to think about the future. Research from MIT AgeLab can help individuals plan for a satisfying retirement. Additionally, an array of apps, sites, and devices can make it easier for people to continue to work (if they want to), stay healthy, live in the home of their choice, and remain socially connected as they age.
November 7,2017
What's Ahead: Creative Qualified Plan Design
Daniel Jock, Enrolled Actuary, President,
Cornerstone Retirement Plan Advisors
daniel.jock@cornerstoneretirementplans.com
David Fedor, CFP, Practitioner and Chartered Retirement Planning Counselor, President,
Fedor Financial
www.fedorfinancial.com
The focus of this program is on qualified plans best designed for small businesses. Learn how to maximize tax-advantaged retirement savings and insurance for the business owner.
November 14, 2017
Employment Law Update
Timothy M. Netkovick, Esq.
Royal, PC
tnetkovick@theroyallawfirm.com
www.theroyallawfirm.com
Attorney Netkovick will discuss new employment laws, updates to existing employment laws, and other frequently discussed topics in employment law such as the Family and Medical Leave Act, Workers' Compensation, and the Americans with Disabilities Act.
November 21, 2017
Annual Tax Update
(4 Hours)
Rich Hellmold
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers97@gmail.com
Deborah Rogers, CPA
Abrams Little-Gill Loberfeld PC
DRogers@all-cpas.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.org before the program.
2017_C_Corp_Tax_Update.pdf
2017_Estate_and_Gift_Tax_Update.pdf
2017_Individual_Tax_Update.pdf
2017_Partnership_Tax_Updates.pdf
2017_Regional_Forums_Bibliography.pdf
2017_S_Corp_Tax_Update.pdf
2017_Tax_Accounting_Update.pdf