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Past Events

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.

June 5 - 7, 2019  Baystate Financial Advisor Conference

June 5 - 7, 2019  Baystate Financial Advisor Conference

Annual meeting to inform us on industry trends and financial topics

  • Liz Young CFA from BNY Mellon provided a market outlook
  • Daniel Crosby from Brinker Capital spoke on Behavioral Finance and gave us additional guidance to help our clients get though short-term volatility and stay focused on the long term objective.
  • Gary Rossi from Fidelity addressed Cybersecurity and what we should all do to keep our records safe.