Spring, 2025
April 29, 2025
Medicare 101 – Understanding Your Medicare Options
Edward Spater, Licensed Agent
https://www.extraordinarybenefits.com
Medicare can be complex and confusing. For so many people, it can be extremely intimidating just trying to understand all the available options out there. Plans can differ by price or benefits; they can even differ by where you live. Whether you are new to Medicare, retiring or are thinking about reconsidering your current plan, this presentation will afford you the opportunity to become more informed about your choices so that you can make decisions which are in your best financial interests.
May 6, 2025
How to Plan After the Election
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
A new administration will almost certainly bring legislative changes that will affect almost every estate plan. This course will delve into the practical effects and solutions should the Tax Cuts & Jobs Act of 2017 cease, should it be extended, or should there be new and unique legislation involving estate taxes, capital gains taxes, and income taxes. This course will be intended to offer the participant practical solutions.
May 13, 2025
Evolving Landscape of Healthcare
Vinnie Daboul, Managing Director
Lynda Dowd, EB Practice Leader
RT Consulting, LLC
vinnie@rtconsultingllc.com
Lynda@rtconsultingllc.com
Healthcare is constantly changing and it proves to be challenging to both the consumer and employers. In this session we provide information about the market influences driving change, the impact of pharmaceutical innovation, explore the rise of consumer-directed accounts and analyze funding structures to include level-funding, self-funding and captives.
May 20, 2025
TD Wealth Market & Economic Update
Frank Levin
Vice President, Institutional Relationship Manager
TD Private Client Group
Frank.Levin@td.com
In this program, TD Wealth Management will provide a current economic and market update, along with possible investment strategies for the future. The speakers will also touch on the importance of business succession planning.
May 27, 2025
The Finances of Divorce
Attorney Julie Dialessi-Lafley
Bacon Wilson PC
JDialessi-Lafley@baconwilson.com
Attorney Julie Dialessi-Lafley will offer a discussion of financial considerations relative to divorce, including the formula for child support, alimony, and division of assets.
June 3, 2025
Elder Law Planning
Attorney Michele Feinstein
Attorney Stephen Sobey
Shatz, Schwartz and Fentin, P.C.
mfeinstein@ssfpc.com
ssobey@ssfpc.com
This program will address the importance of a well drafted general durable power of attorney when navigating various aspects of elder law planning. This will include advanced topics relating to changing dispositive plans and establishing further estate planning documents, managing complications with family dynamics, and undertaking strategies for asset protection. There will also be a discussion on current planning approaches for MassHealth longterm care in both short term (“crisis”) and longer-term time horizons.
June 10, 2025
Business Law for Small Business
Tanzania Cannon, Principal
General Counsel by Cannon
t.cannon@gcbycannon.com
Tanzi takes the practical experience she gleaned from working inside corporations and adapts it to her strategic approach to the practice of law and human resources and business support services. In this program she will share how her experience as a labor and employment litigator and business attorney, compliance officer, labor attorney and labor relations manager and human resources practitioner can help small businesses.
Medicare 101 – Understanding Your Medicare Options
Edward Spater, Licensed Agent
https://www.extraordinarybenefits.com
Medicare can be complex and confusing. For so many people, it can be extremely intimidating just trying to understand all the available options out there. Plans can differ by price or benefits; they can even differ by where you live. Whether you are new to Medicare, retiring or are thinking about reconsidering your current plan, this presentation will afford you the opportunity to become more informed about your choices so that you can make decisions which are in your best financial interests.
May 6, 2025
How to Plan After the Election
Kevin D. Quinn, J.D., President
Legacy Counsellors, P.C.
kquinn@legacycounsellors.com
A new administration will almost certainly bring legislative changes that will affect almost every estate plan. This course will delve into the practical effects and solutions should the Tax Cuts & Jobs Act of 2017 cease, should it be extended, or should there be new and unique legislation involving estate taxes, capital gains taxes, and income taxes. This course will be intended to offer the participant practical solutions.
May 13, 2025
Evolving Landscape of Healthcare
Vinnie Daboul, Managing Director
Lynda Dowd, EB Practice Leader
RT Consulting, LLC
vinnie@rtconsultingllc.com
Lynda@rtconsultingllc.com
Healthcare is constantly changing and it proves to be challenging to both the consumer and employers. In this session we provide information about the market influences driving change, the impact of pharmaceutical innovation, explore the rise of consumer-directed accounts and analyze funding structures to include level-funding, self-funding and captives.
May 20, 2025
TD Wealth Market & Economic Update
Frank Levin
Vice President, Institutional Relationship Manager
TD Private Client Group
Frank.Levin@td.com
In this program, TD Wealth Management will provide a current economic and market update, along with possible investment strategies for the future. The speakers will also touch on the importance of business succession planning.
May 27, 2025
The Finances of Divorce
Attorney Julie Dialessi-Lafley
Bacon Wilson PC
JDialessi-Lafley@baconwilson.com
Attorney Julie Dialessi-Lafley will offer a discussion of financial considerations relative to divorce, including the formula for child support, alimony, and division of assets.
June 3, 2025
Elder Law Planning
Attorney Michele Feinstein
Attorney Stephen Sobey
Shatz, Schwartz and Fentin, P.C.
mfeinstein@ssfpc.com
ssobey@ssfpc.com
This program will address the importance of a well drafted general durable power of attorney when navigating various aspects of elder law planning. This will include advanced topics relating to changing dispositive plans and establishing further estate planning documents, managing complications with family dynamics, and undertaking strategies for asset protection. There will also be a discussion on current planning approaches for MassHealth longterm care in both short term (“crisis”) and longer-term time horizons.
June 10, 2025
Business Law for Small Business
Tanzania Cannon, Principal
General Counsel by Cannon
t.cannon@gcbycannon.com
Tanzi takes the practical experience she gleaned from working inside corporations and adapts it to her strategic approach to the practice of law and human resources and business support services. In this program she will share how her experience as a labor and employment litigator and business attorney, compliance officer, labor attorney and labor relations manager and human resources practitioner can help small businesses.