Spring, 2019
April 23, 2019
Dave Griffin, Jr., Senior VP
Cathy Sypek, Financial Advisor
Dowd Agencies, LLC
dwgriffin@dowd.com
csypek@dowd.com
www.dowd.com
Topics will include ….
April 30, 2019
Mark Hotchkiss, Retirement Services, ADP
Mark.Hotchkiss@adp.com
Nick Liberator, Small Business Services, ADP
Nick.Liberator@adp.com
As the trusted advisor to your clients, you have the opportunity to take a more proactive role in helping them navigate these growing complexities by connecting to the right HR tools & technology
May 7, 2019
Eric Gulbrandsen
Northstar Network Group, Inc.
eg@northstarnet.com
Let's get armed with a simple plan to follow. We all like plans. You will walk away with a simple 9 step guide to give you power over your IT. It's time to discuss the facts of "IT" life.
May 14, 2019
Peter J. Miller, CEBS, ChFC
MillBrook Benefits & Insurance
pete@millbrookbenefits.com
One of the biggest challenges that employers are facing today is finding ways to control the cost of their employee benefits plans. Pete will present several creative ways to lower costs, give real life examples as case studies, and leave the audience with some insights about why costs continue to increase.
May 21, 2019
Jennifer N. Shea, JD, MBA, CFP®, Agency Director
Baystate Financial
jshea@baystatefinancial.com
www.integritybenefitpartners.com
The seminar uses a little history, fun facts, and information about Social Security retirement benefits to get attendees thinking about social security and how it fits into an overall retirement plan.
William M. DiCristofaro, CFP®, MBA
Douglas D'Andrea
Integrity Benefit Partners
ddandrea@integritybenefitpartners.com
In this his session, we will discuss the fundamental questions you must answer in order to allow for a successful retirement.
May 28, 2019
Dario M. Mercadante
Massachusetts Certified General Appraiser #1439
dario@massappraisers.com
This program offers an understanding of the methodology and need for appraisals in this day and age. Other topics include competency, appraisal guidelines, expert witness and consulting along with duties of the state license board.
June 4, 2019
Tom Jones, Esq.
AIM HR Solutions
tjones@aimhrsolutions.com
www.aimhrsolutions.com
From medical marijuana to paid family and medical leave, the business climate in Massachusetts remains evolving and challenging. Other important new laws include pay equity, pregnant workers fairness act and limitations on the use of non-compete agreements. And nearly all these laws apply to employers with one or more employees. Employers, especially smaller employers and the people they rely on, need to remain informed and vigilant as to how these and other laws may impact their business and what they have to do to manage.
CPE_presentation_2019.pptx
Business Planning with Insurance
Dave Griffin, Jr., Senior VP
Cathy Sypek, Financial Advisor
Dowd Agencies, LLC
dwgriffin@dowd.com
csypek@dowd.com
www.dowd.com
Topics will include ….
- Life insurance as a financial tool: optimizing retirement income, lifetime protection and maximizing your estate.
- Life insurance for business planning: key person and funding buy-sell agreements.
- Pay as you go Workers Comp options, Auto rates in MA and why they have been changing recently, and what goes into a general liability audit.
April 30, 2019
The Road to Retirement Plan Success for Small Businesses
Mark Hotchkiss, Retirement Services, ADP
Mark.Hotchkiss@adp.com
- A review of retirement program options
- 401k
- Simple IRA
- SEP
- Understanding updated contribution limits
- Finding the right fit for your business
How to Expand Advisory Services with HR Technology
Nick Liberator, Small Business Services, ADP
Nick.Liberator@adp.com
As the trusted advisor to your clients, you have the opportunity to take a more proactive role in helping them navigate these growing complexities by connecting to the right HR tools & technology
May 7, 2019
The Mystical World of IT: Let's make this real. Humanize, simplify and organize
Eric Gulbrandsen
Northstar Network Group, Inc.
eg@northstarnet.com
Let's get armed with a simple plan to follow. We all like plans. You will walk away with a simple 9 step guide to give you power over your IT. It's time to discuss the facts of "IT" life.
May 14, 2019
Creative Ways to Reduce Employee Benefit Costs
Peter J. Miller, CEBS, ChFC
MillBrook Benefits & Insurance
pete@millbrookbenefits.com
One of the biggest challenges that employers are facing today is finding ways to control the cost of their employee benefits plans. Pete will present several creative ways to lower costs, give real life examples as case studies, and leave the audience with some insights about why costs continue to increase.
May 21, 2019
The Social Side of Retirement
Jennifer N. Shea, JD, MBA, CFP®, Agency Director
Baystate Financial
jshea@baystatefinancial.com
www.integritybenefitpartners.com
The seminar uses a little history, fun facts, and information about Social Security retirement benefits to get attendees thinking about social security and how it fits into an overall retirement plan.
Demystifying Retirement
William M. DiCristofaro, CFP®, MBA
Douglas D'Andrea
Integrity Benefit Partners
ddandrea@integritybenefitpartners.com
In this his session, we will discuss the fundamental questions you must answer in order to allow for a successful retirement.
May 28, 2019
Understanding Real Estate Appraisal in 2019 & Forward
Dario M. Mercadante
Massachusetts Certified General Appraiser #1439
dario@massappraisers.com
This program offers an understanding of the methodology and need for appraisals in this day and age. Other topics include competency, appraisal guidelines, expert witness and consulting along with duties of the state license board.
June 4, 2019
New Developments in MA Employment Law
Tom Jones, Esq.
AIM HR Solutions
tjones@aimhrsolutions.com
www.aimhrsolutions.com
From medical marijuana to paid family and medical leave, the business climate in Massachusetts remains evolving and challenging. Other important new laws include pay equity, pregnant workers fairness act and limitations on the use of non-compete agreements. And nearly all these laws apply to employers with one or more employees. Employers, especially smaller employers and the people they rely on, need to remain informed and vigilant as to how these and other laws may impact their business and what they have to do to manage.
CPE_presentation_2019.pptx