We continue to collaborate, share industry trends and host educational seminars with your CPA and legal professionals. Below is a summary of the past events we have hosted or attended.
2019 Fall Workshop educated CPAs on retirement strategies for their clients that can withstand against market and tax fluctuation. We discussed methods to help increase retirement income beyond 401(k), 403 (b) and IRAs as well as examining reliable income sources and sequence of returns. Insight about the Massachusetts Paid Family & Medical Leave Act was also provided.
2019 Spring CPA Workshop was well attended and addressed the needs of older clients - estate planning issues and the challenges they may face without certain legal documents in place. It also provided insight about the Long Term Care environment, the role that Medicare and Medicaid play as well as addressing how you or someone you care for can benefit from the services of a Geriatric Care Manager.
Annual meeting to inform us on industry trends and financial topics