Spring, 2013
April 23, 2013
United Retirement Consultants
Stacy.Cugno@UnitedRetirement.com
An update on the DOL review of the definition of "fiduciary" related to retirement plans, as well as what happened and didn't happen with the Fiscal Cliff. And what's on the horizon for retirement plans?
EDU4Retirement
mec@edu4retirement.com
A discussion of ways to mitigate some healthcare costs, and effective planning.
April 30 & May 7, 2013
The Wealth Strategies Institute, LLC
kquinn@legacycounsellors.com
The new 2012 Tax Act creates tremendous opportunities and lays several nasty traps. This class will help you understand the unique opportunities now available to clients. This is a "hands on" class with many examples and cases to assure advisors leave with a deep understanding of the pitfalls and opportunities available to clients and advisors.
May 14, 2013
All Sales Consulting, LLC
wwww.AllSalesConsulting.com
A business plan is just words on a page without accountability to the process. Whether you are just starting out or managing a thriving business: Plan-Strategize-Execute will give you the tactics that you need to make your business plan into a development machine. This interactive workshop will cover all aspects of business planning and their relationship with the four critical links of business development: Sales, Customer Service, Marketing & Professional Development.
May 21, 2013
Holly@HLewisElderLaw.com
This program will highlight estate planning from the perspective of an elder law attorney. Elder law attorneys cover all the basic areas of estate planning, but have a specialized knowledge in asset protection planning. Along with an overview of the important estate planning documents essential to all ages, and the specialized powers and documents necessary in the elder law context, learn current rules and regulations regarding probate avoidance, trusts, and asset protection.
May 28, 2013
ByteBak Computers
www.ByteBak.net
This seminar will help with planning for data disaster by teaching about various date backup methodologies, and how to create and implement a written disaster recovery plan. We will also discuss how to protect your data from unauthorized access to your internal network as well as from the Internet, and email encryption. We will explain CLOUD computing and it's various uses.
June 4, 2013
Health New England
EGaynor@HNE.com
The Affordable Care Act ("ACA") imposes a range of new fees and taxes on health insurance plans and employers. These fees and taxes are intended to offset the costs of the healthcare reform law. Ms. Gaynor will provide an overview of the new fees and taxes imposed under the ACA.
June 11, 2013
Fidelity Investments Institutional Services
Brian.Winman@fmr.com
Brian will focus on the state of the economy and market, and the often perennial attractiveness of large cap stocks.
Prudential
edward.prendergast@prudential.com
Ed's discussion will highlight some of the newest ideas from the life insurance world for the living.
PIMCO
Darren.Desimone@pimco.com
This discussion will center upon what has been broadly described as "the bond bomb," referring to widespread market concerns for the fixed income markets which have been viewed as a safe haven until rates rise again.
The Colony Club requires jackets and ties of male guests. Hors d'oeuvres provided by Morgan Stanley. There will be a cash bar.
Directions to the Colony Club
Of Fiduciaries, Fiscal Cliffs and What's Next for Retirement Plans
Alberto Giordano & Stacy Cugno, Sales DirectorUnited Retirement Consultants
Stacy.Cugno@UnitedRetirement.com
An update on the DOL review of the definition of "fiduciary" related to retirement plans, as well as what happened and didn't happen with the Fiscal Cliff. And what's on the horizon for retirement plans?
Healthcare Costs & 50 Pitfalls to Avoid in Retirement
Michael E. Callahan, FSPA, EA, CPC, PresidentEDU4Retirement
mec@edu4retirement.com
A discussion of ways to mitigate some healthcare costs, and effective planning.
April 30 & May 7, 2013
Planning Opportunities Under the 2012 Tax Act
Kevin D. Quinn, JDThe Wealth Strategies Institute, LLC
kquinn@legacycounsellors.com
The new 2012 Tax Act creates tremendous opportunities and lays several nasty traps. This class will help you understand the unique opportunities now available to clients. This is a "hands on" class with many examples and cases to assure advisors leave with a deep understanding of the pitfalls and opportunities available to clients and advisors.
May 14, 2013
Plan-Strategize-Execute
Gerald Moreau, PresidentAll Sales Consulting, LLC
wwww.AllSalesConsulting.com
A business plan is just words on a page without accountability to the process. Whether you are just starting out or managing a thriving business: Plan-Strategize-Execute will give you the tactics that you need to make your business plan into a development machine. This interactive workshop will cover all aspects of business planning and their relationship with the four critical links of business development: Sales, Customer Service, Marketing & Professional Development.
May 21, 2013
Everything You Ever Wanted to Know About Elder Law … But Were Afraid to Ask
Holly L. Lewis, Esquire, WestfieldHolly@HLewisElderLaw.com
This program will highlight estate planning from the perspective of an elder law attorney. Elder law attorneys cover all the basic areas of estate planning, but have a specialized knowledge in asset protection planning. Along with an overview of the important estate planning documents essential to all ages, and the specialized powers and documents necessary in the elder law context, learn current rules and regulations regarding probate avoidance, trusts, and asset protection.
May 28, 2013
Disaster Recovery Planning and Network/Internet Security
Gregory Gavin, Co-Owner & Senior EngineerByteBak Computers
www.ByteBak.net
This seminar will help with planning for data disaster by teaching about various date backup methodologies, and how to create and implement a written disaster recovery plan. We will also discuss how to protect your data from unauthorized access to your internal network as well as from the Internet, and email encryption. We will explain CLOUD computing and it's various uses.
June 4, 2013
The Future of Health Care and Health Care Costs: What to Expect
Attorney Elin GaynorHealth New England
EGaynor@HNE.com
The Affordable Care Act ("ACA") imposes a range of new fees and taxes on health insurance plans and employers. These fees and taxes are intended to offset the costs of the healthcare reform law. Ms. Gaynor will provide an overview of the new fees and taxes imposed under the ACA.
June 11, 2013
An Economic & Market Update: The Case for Large Cap Equities
Brian Winman, Senior VPFidelity Investments Institutional Services
Brian.Winman@fmr.com
Brian will focus on the state of the economy and market, and the often perennial attractiveness of large cap stocks.
Asset Protection with a Plus - Life Insurance Isn't Just for Heirs Anymore
Edward F. Prendergast, Jr.Prudential
edward.prendergast@prudential.com
Ed's discussion will highlight some of the newest ideas from the life insurance world for the living.
The Interest Rate Environment
Darren Desimone, Vice President and External Advisor ConsultantPIMCO
Darren.Desimone@pimco.com
This discussion will center upon what has been broadly described as "the bond bomb," referring to widespread market concerns for the fixed income markets which have been viewed as a safe haven until rates rise again.
The Colony Club requires jackets and ties of male guests. Hors d'oeuvres provided by Morgan Stanley. There will be a cash bar.
Directions to the Colony Club