Spring, 2020
May 12, 2020
Kevin D. Quinn, J.D., Legacy Counsellors, P.C.
www.legacycounsellors.com
This seminar will cover the purpose, positive and negative outcomes, as well as solutions to the Setting Every Community Up for Retirement Enhancement (SECURE) Act.
(Program begins at 2:00)
May 19, 2020
Ravi Kulkarni and Lynn Whitney Turner, Clear Vision Alliance, Inc.
www.clearvisionalliance.com
As we deal with a new reality that is constantly evolving with every minute of every hour of every day, maintaining focus can be challenging not knowing what is changing within the world of business or how long it will last. For many, survival is at the forefront of our minds. This session will focus on key aspects of working within the changed environment and its impact on life and business for you and your customers.
May 26, 2020
Michael E. Callahan, FSPA, CPC, EA, RMA®, CWS® President, Edu4Retirement, Inc.
www.Edu4Retirement.com
The fixed income markets have historically been our safety net and they take the edge off the volatility of the stock market. With interest rates at historic lows, will they remain safe? We will discuss the considerations that we should take in constructing retirement portfolios in the future. Additionally, we will talk about tax harvesting as the market has declined dramatically.
June 2, 2020
Peter J. Miller, CEBS, ChFC MillBrook Benefits and Insurance Services, LLC
www.millbrookbenefits.com
This seminar will cover current topics in the employee benefits world, including Massachusetts Paid Family Leave and integration with existing disability insurance plans, the Qualified Small Employer HRA (QSEHRA), the Individual Coverage HRA (ICHRA) and more so you can help your clients understand their options and control cost.
June 9, 2020
Kevin D. Quinn, J.D., Legacy Counsellors, P.C.
www.legacycounsellors.com
The current economic environment creates the perfect opportunity for long-term wealth preservation and wealth transfer. Attend this seminar to learn how to help your clients preserve and protect wealth for themselves and the next generation.
June 16, 2020
Holly L. Lewis, Esquire The Law Office of Holly L. Lewis, PC
holly@hlewiselderlaw.com
In the ever-changing landscape of elder law and nursing home asset protection, it is important to get clear, accurate and up to the minute information from a specialist in this area. If an attorney does “divorces and dog bites,” chances are they are NOT an elder law attorney.
Beyond the “five-year lookback,” learn the actual Medicaid rules and how clients can avoid probate and protect their home and life savings from the devastating cost of nursing home care.
June 23, 2020
Josephine Sarnelli, CPA Consultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. This interactive program will include an exploration of some of the recent ethical cases and introduce various approaches to ethical decision making. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants’ decisions and activities as well as the decisions of others in business. The course will develop the participant’s ability to approach ethical issues in a logical and professional manner.
(Program begins at 2:00)
SECURE Act Solutions (4 CPE hours)
Kevin D. Quinn, J.D., Legacy Counsellors, P.C.
www.legacycounsellors.com
This seminar will cover the purpose, positive and negative outcomes, as well as solutions to the Setting Every Community Up for Retirement Enhancement (SECURE) Act.
(Program begins at 2:00)
May 19, 2020
Managing Business within a Constantly Evolving New Reality
Ravi Kulkarni and Lynn Whitney Turner, Clear Vision Alliance, Inc.
www.clearvisionalliance.com
As we deal with a new reality that is constantly evolving with every minute of every hour of every day, maintaining focus can be challenging not knowing what is changing within the world of business or how long it will last. For many, survival is at the forefront of our minds. This session will focus on key aspects of working within the changed environment and its impact on life and business for you and your customers.
May 26, 2020
Fixed Income Markets, Portfolios of the Future & Tax Harvesting
Michael E. Callahan, FSPA, CPC, EA, RMA®, CWS® President, Edu4Retirement, Inc.
www.Edu4Retirement.com
The fixed income markets have historically been our safety net and they take the edge off the volatility of the stock market. With interest rates at historic lows, will they remain safe? We will discuss the considerations that we should take in constructing retirement portfolios in the future. Additionally, we will talk about tax harvesting as the market has declined dramatically.
June 2, 2020
Employee Benefits in 2020
Peter J. Miller, CEBS, ChFC MillBrook Benefits and Insurance Services, LLC
www.millbrookbenefits.com
This seminar will cover current topics in the employee benefits world, including Massachusetts Paid Family Leave and integration with existing disability insurance plans, the Qualified Small Employer HRA (QSEHRA), the Individual Coverage HRA (ICHRA) and more so you can help your clients understand their options and control cost.
June 9, 2020
Wealth Transfers During a Time of Crisis
Kevin D. Quinn, J.D., Legacy Counsellors, P.C.
www.legacycounsellors.com
The current economic environment creates the perfect opportunity for long-term wealth preservation and wealth transfer. Attend this seminar to learn how to help your clients preserve and protect wealth for themselves and the next generation.
June 16, 2020
Elder Law & Asset Protection Planning
Holly L. Lewis, Esquire The Law Office of Holly L. Lewis, PC
holly@hlewiselderlaw.com
In the ever-changing landscape of elder law and nursing home asset protection, it is important to get clear, accurate and up to the minute information from a specialist in this area. If an attorney does “divorces and dog bites,” chances are they are NOT an elder law attorney.
Beyond the “five-year lookback,” learn the actual Medicaid rules and how clients can avoid probate and protect their home and life savings from the devastating cost of nursing home care.
June 23, 2020
Professional Ethics (4 CPE hours)
Josephine Sarnelli, CPA Consultant & Forensic Accountant
Sarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. This interactive program will include an exploration of some of the recent ethical cases and introduce various approaches to ethical decision making. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants’ decisions and activities as well as the decisions of others in business. The course will develop the participant’s ability to approach ethical issues in a logical and professional manner.
(Program begins at 2:00)