Spring, 2011
April 26, 2011
Skoler, Abbott & Presser, P.C.
tmurphy@skoler-abbott.com
www.skoler-abbott.com
Few areas of employment law are as complicated as those related to wage-hour. To make matters worse, penalties have increased and the government has tightened enforcement. This program will help you assist your clients in avoiding expensive problems.
May 3, 2011
Bacon Wilson, PC, Springfield, MA
www.baconwilson.com
When a person over the age of 18 is incapacitated, it is often necessary to have a guardian or conservator appointed to handle their medical and financial affairs. This presentation will outline the guardianship and conservatorship process, the powers and authorities of a guardian and conservator, as well as the limits thereof. We will also discuss how to avoid needing the appointment of a guardian or conservator.
May 10, 2011
RETIREMENT DOCTOR®, LLC
eja@retirementdoctor.com
Life insurance could be the most misunderstood financial product. This program will review its many uses and tax benefits.
May 17, 2011
LEE Energy Group
This presentation will look at several renewable energy technologies for businesses that are interested in stabilizing their energy costs. We will also discuss the Federal and State Tax incentives and review the depreciation rules regarding purchasing these technologies.
May 24, 2011
NECS
vince.mchugh@necs.biz
We will discuss four security themes related to your Digital Copier:
May 31, 2011
Pentec, Inc.
mo@pentec-inc.com
Stacy Cugno, Sales Director,
Pentec, Inc.
sc@pentec-inc.com
Michael E. Callahan, ERPA, FSPA, CPC President,
Edu 4 Retirement, Inc.
mc@edu4retirement.com
This panel will present five topics:
Making Sense of Wage-Hour Law …and Keeping Your Clients Out of Trouble
Tim F. Murphy, Esq.,Skoler, Abbott & Presser, P.C.
tmurphy@skoler-abbott.com
www.skoler-abbott.com
Few areas of employment law are as complicated as those related to wage-hour. To make matters worse, penalties have increased and the government has tightened enforcement. This program will help you assist your clients in avoiding expensive problems.
May 3, 2011
Guardianships, Conservatorships and How to Avoid Them
Attorney Gina Barry,Bacon Wilson, PC, Springfield, MA
www.baconwilson.com
When a person over the age of 18 is incapacitated, it is often necessary to have a guardian or conservator appointed to handle their medical and financial affairs. This presentation will outline the guardianship and conservatorship process, the powers and authorities of a guardian and conservator, as well as the limits thereof. We will also discuss how to avoid needing the appointment of a guardian or conservator.
May 10, 2011
Understanding Uses and Taxation of Life Insurance
Enrique J Alvarez, MSFS, CLU, ChFC, RHU, REBC, CFP®, CASL, RFC,RETIREMENT DOCTOR®, LLC
eja@retirementdoctor.com
Life insurance could be the most misunderstood financial product. This program will review its many uses and tax benefits.
- How to leverage other financial assets with life insurance
- Using life insurance for college planning
- Accumulating money without current taxation
- Leveraging life insurance for estate tax purposes
- Business uses of life insurance
- Creditor protection of life insurance
- Financing elder care with life insurance
- Taxation of a single premium life insurance versus an annuity
- Various ways of distributing death benefit to heirs
- Supplementing retirement income with tax-free cash values
May 17, 2011
Using Renewable Energy to Generate Power & Control Future Local Costs of Electricity
Todd Bard,LEE Energy Group
This presentation will look at several renewable energy technologies for businesses that are interested in stabilizing their energy costs. We will also discuss the Federal and State Tax incentives and review the depreciation rules regarding purchasing these technologies.
May 24, 2011
Securing Your Multi-functional Copier
Vince McHugh, VP of Network Solutions,NECS
vince.mchugh@necs.biz
We will discuss four security themes related to your Digital Copier:
- Device Security
- Document Security
- Network Security
- Data Security
May 31, 2011
Retirement Plans: Fiduciary Issues, Disclosure Laws & Planning Tools
Michael Ouellette, Pension Sales,Pentec, Inc.
mo@pentec-inc.com
Stacy Cugno, Sales Director,
Pentec, Inc.
sc@pentec-inc.com
Michael E. Callahan, ERPA, FSPA, CPC President,
Edu 4 Retirement, Inc.
mc@edu4retirement.com
This panel will present five topics:
- New Rules on Retirement Plan Fee Disclosures
- Combining Fiduciary Duties and Fee Disclosure
- A Solid Foundation with an Upside Opportunity!
- Fiduciary Issues for Plan Sponsors and Trustees
- Learn about the 3 "P"s: Practicing, Procedural and Prudence