Fall, 2023
November 7, 2023
Financing Eldercare
Enrique J. Alvarez, MSFS, CLU, ChFC, RHU, REBC, CFP®, CASL, MRFC
Retirement Doctor®, LLC
eja@retirementdoctor.com
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
Many people may require some form of eldercare. Discussion will include these financing strategies: Selffunding, Long Term Care, Annuity with a LT Care Rider, Medicaid Qualified Annuity, Life Insurance with a LT Care Rider, Life Insurance with a Chronic Care Rider, Underinsured Motorist Coverage and Medicaid. Additionally, asset protection strategies will be discussed for protecting the family home and assets with trusts.
November 14, 2023
Helping Businesses Manage Human Resources
Jennifer Rodgers, HR Small Business Consultant at Paychex
Jrodgers1@paychex.com
Human Resource management is a critical function that can be challenging to manage. As the business landscape continues to change demands on HR professionals and business owners are growing. During this session, Jennifer will discuss best practices for attracting, hiring and retaining employees, promoting employee wellbeing, the value of offering benefits, and staying connected and compliant with ever changing state and federal laws.
November 21, 2023
A.I. Made Easy: Your Gateway to Immediate, User-Friendly Business Results
Delcie Bean, Founder & CEO of Paragus Strategic I.T.
www.paragusit.com
Everybody’s talking about A.I., but how does it work? And more specifically, how can it work for your business? Does it really save that much time and money? What kind of changes will you have to make to your current systems? Is it easy to use? There are no stupid questions. Join Paragus Strategic I.T. Founder & CEO, Delcie Bean, for an informative session designed to demystify this new technology and help you better understand the simplicity and effectiveness of integrating A.I. into your daily operations.
November 28, 2023
Annual Tax Update (4 Hours)
Deb Rogers, CPA
deb@rg-cpa.net
Deb is an active member of the Mass Society of CPAs Tax Committee. She will present on current tax updates. She will lead a high-level discussion and presentation on current tax law developments at both the Federal and State level. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.
December 5, 2023
Guidance for Your Life
Jarrod M. Liebel CFP®, ChFC®, CLU®, M.S.
FVP, Manager | PeoplesWealth Advisory Group
jarrod@mypeopleswealth.com
Jarrod will present on the core foundational elements needed to construct a sound holistic financial plan designed to help families and business owners achieve security in their lifetimes and the lifetimes of their heirs.
December 19, 2023
Annual Fraud Update
Josephine Sarnelli, CPA
Sarnelli@SarnelliCPA.com
The business world is ever changing and so is fraud. That requires that fraud prevention techniques always be evolving. This will be a lively discussion with other professionals in the crime prevention field.
Financing Eldercare
Enrique J. Alvarez, MSFS, CLU, ChFC, RHU, REBC, CFP®, CASL, MRFC
Retirement Doctor®, LLC
eja@retirementdoctor.com
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
Many people may require some form of eldercare. Discussion will include these financing strategies: Selffunding, Long Term Care, Annuity with a LT Care Rider, Medicaid Qualified Annuity, Life Insurance with a LT Care Rider, Life Insurance with a Chronic Care Rider, Underinsured Motorist Coverage and Medicaid. Additionally, asset protection strategies will be discussed for protecting the family home and assets with trusts.
November 14, 2023
Helping Businesses Manage Human Resources
Jennifer Rodgers, HR Small Business Consultant at Paychex
Jrodgers1@paychex.com
Human Resource management is a critical function that can be challenging to manage. As the business landscape continues to change demands on HR professionals and business owners are growing. During this session, Jennifer will discuss best practices for attracting, hiring and retaining employees, promoting employee wellbeing, the value of offering benefits, and staying connected and compliant with ever changing state and federal laws.
November 21, 2023
A.I. Made Easy: Your Gateway to Immediate, User-Friendly Business Results
Delcie Bean, Founder & CEO of Paragus Strategic I.T.
www.paragusit.com
Everybody’s talking about A.I., but how does it work? And more specifically, how can it work for your business? Does it really save that much time and money? What kind of changes will you have to make to your current systems? Is it easy to use? There are no stupid questions. Join Paragus Strategic I.T. Founder & CEO, Delcie Bean, for an informative session designed to demystify this new technology and help you better understand the simplicity and effectiveness of integrating A.I. into your daily operations.
November 28, 2023
Annual Tax Update (4 Hours)
Deb Rogers, CPA
deb@rg-cpa.net
Deb is an active member of the Mass Society of CPAs Tax Committee. She will present on current tax updates. She will lead a high-level discussion and presentation on current tax law developments at both the Federal and State level. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.
December 5, 2023
Guidance for Your Life
Jarrod M. Liebel CFP®, ChFC®, CLU®, M.S.
FVP, Manager | PeoplesWealth Advisory Group
jarrod@mypeopleswealth.com
Jarrod will present on the core foundational elements needed to construct a sound holistic financial plan designed to help families and business owners achieve security in their lifetimes and the lifetimes of their heirs.
December 19, 2023
Annual Fraud Update
Josephine Sarnelli, CPA
Sarnelli@SarnelliCPA.com
The business world is ever changing and so is fraud. That requires that fraud prevention techniques always be evolving. This will be a lively discussion with other professionals in the crime prevention field.