Spring, 2021
April 27, 2021
Attorneys Daryl Johnson, Jocelyn Roby, and Ryan O'Hara
Bacon Wilson, P.C.
djohnson@baconwilson.com;
jroby@baconwilson.com;
rohara@baconwilson.com
This panel will discuss various topics in real estate law, including the different types of ownership of real property; how marriage/divorce/cohabitation can affect property ownership; the financial impact of the grantee provision in deeds; homestead declarations; capital gains tax exemption; transfers of real estate; title insurance; and litigation with respect to real property.
May 4, 2021
Amanda Hancock CFP, CLU, FPQP
Michael Rousseau, CFP
Michael Callahan, FSPA, EA, CPC, RMA, CWS, President,
Edu4Retirement, Inc.
www.Edu4Retirement.com
Financial planning is critical in each stage of our life but planning for retirement has very special concerns. Since we are no longer working and need to live off our savings, figuring out how much to draw down to last us our lifetime is critical. It's not about the assets we have, it's about our spending. So we need to build the plan for healthy living needs, continued investing, protecting the assets for the survivors from catastrophic cost for long term care, and legacy planning.
May 11, 2021
Marco Liquori, President
NetLogix, Westfield
MLiquori@NetLogix.com
With the advent of the pandemic came a surge in employees working remotely. There are inherent security risks associated with work-at-home employees using their own computers, smartphones and other devices for work purposes. Learn more about the exposure and methods of prevention.
Sophos - Cybersecurity and remote workers
10 Tips to Keep Criminals Out During Coronavirus
NetLogix Work From Home Checklist
May 18, 2021
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
www.legacycounsellors.com
During this presentation, Kevin will discuss creditor protection planning - general principals, the asset protection trust, and fraudulent conveyance issues. There will also be discussion of the structure of the trust, as well as how the trust works when no claims are outstanding and if a creditor files a claim.
May 25, 2021
Timothy M. Netkovick, Esq.
The Royal Law Firm
www.theroyallawfirm.com
Attorney Netkovick will discuss the impact of COVID-19 on the workplace, Massachusetts Paid Family Medical Leave, updates to existing employment laws, and other frequently discussed topics in employment law, such as the Family and Medical Leave Act, Workers' Compensation, and the Americans with Disabilities Act.
June 1, 2021
Robert Vermes, CEO
Tammy Irrera, CFO
The Captive Advantage, LLC
Beth Ann Rosica,
Beth Ann Rosica LLC
www.tcains.com
This program will offer alternative risks solutions with a focus on captive insurance vs. traditional. The components of a successful captive will be discussed, along with its benefits.
June 9, 2021 WEDNESDAY
Jim Burke, Senior Risk Consultant
Hub International
James.Burke@hubinternational.com
Organizations may face increased risk exposure in the time of COVID-19. Join us as we explore the issues of managing business risk in the current environment and mitigating risk in the future. Safety and expanded reopening considerations need to address employees, clients and customers, vendors and contractors for basic safety, OSHA compliance and COVID precautions. Planning and business continuity present ongoing challenges which need to be addressed before the "next wave" of COVID or some over event.
Todd J. Bard,
LEE Energy Group LLC
toddbard@LEEenergygroup.com
This presentation will focus on the multiple options an owner has to create a ROI or income stream utilizing Clean Energy Technologies with MA Energy Incentives & the IRS Tax Code. In addition to improving profitability by decreasing costs, the business becomes energy resilient at the same time.
Financial Implications of Real Estate Law
Attorneys Daryl Johnson, Jocelyn Roby, and Ryan O'Hara
Bacon Wilson, P.C.
djohnson@baconwilson.com;
jroby@baconwilson.com;
rohara@baconwilson.com
This panel will discuss various topics in real estate law, including the different types of ownership of real property; how marriage/divorce/cohabitation can affect property ownership; the financial impact of the grantee provision in deeds; homestead declarations; capital gains tax exemption; transfers of real estate; title insurance; and litigation with respect to real property.
May 4, 2021
Financial Planning at Each Stage of Our Life
Amanda Hancock CFP, CLU, FPQP
Michael Rousseau, CFP
Michael Callahan, FSPA, EA, CPC, RMA, CWS, President,
Edu4Retirement, Inc.
www.Edu4Retirement.com
Financial planning is critical in each stage of our life but planning for retirement has very special concerns. Since we are no longer working and need to live off our savings, figuring out how much to draw down to last us our lifetime is critical. It's not about the assets we have, it's about our spending. So we need to build the plan for healthy living needs, continued investing, protecting the assets for the survivors from catastrophic cost for long term care, and legacy planning.
May 11, 2021
Security Risks of Remote Employees
Marco Liquori, President
NetLogix, Westfield
MLiquori@NetLogix.com
With the advent of the pandemic came a surge in employees working remotely. There are inherent security risks associated with work-at-home employees using their own computers, smartphones and other devices for work purposes. Learn more about the exposure and methods of prevention.
Sophos - Cybersecurity and remote workers
10 Tips to Keep Criminals Out During Coronavirus
NetLogix Work From Home Checklist
May 18, 2021
Asset Protection: Cover Your Assets
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
www.legacycounsellors.com
During this presentation, Kevin will discuss creditor protection planning - general principals, the asset protection trust, and fraudulent conveyance issues. There will also be discussion of the structure of the trust, as well as how the trust works when no claims are outstanding and if a creditor files a claim.
May 25, 2021
Employment Law Update
Timothy M. Netkovick, Esq.
The Royal Law Firm
www.theroyallawfirm.com
Attorney Netkovick will discuss the impact of COVID-19 on the workplace, Massachusetts Paid Family Medical Leave, updates to existing employment laws, and other frequently discussed topics in employment law, such as the Family and Medical Leave Act, Workers' Compensation, and the Americans with Disabilities Act.
June 1, 2021
Reasons to Consider a Captive Insurance
Robert Vermes, CEO
Tammy Irrera, CFO
The Captive Advantage, LLC
Beth Ann Rosica,
Beth Ann Rosica LLC
www.tcains.com
This program will offer alternative risks solutions with a focus on captive insurance vs. traditional. The components of a successful captive will be discussed, along with its benefits.
June 9, 2021 WEDNESDAY
Mitigating Risk in Your Office and Operations: "Lions, Tigers, and Viruses, Oh My!"
Jim Burke, Senior Risk Consultant
Hub International
James.Burke@hubinternational.com
Organizations may face increased risk exposure in the time of COVID-19. Join us as we explore the issues of managing business risk in the current environment and mitigating risk in the future. Safety and expanded reopening considerations need to address employees, clients and customers, vendors and contractors for basic safety, OSHA compliance and COVID precautions. Planning and business continuity present ongoing challenges which need to be addressed before the "next wave" of COVID or some over event.
Using Clean Energy Technologies to Increase Business Valuations
Todd J. Bard,
LEE Energy Group LLC
toddbard@LEEenergygroup.com
This presentation will focus on the multiple options an owner has to create a ROI or income stream utilizing Clean Energy Technologies with MA Energy Incentives & the IRS Tax Code. In addition to improving profitability by decreasing costs, the business becomes energy resilient at the same time.