October 25, 2016 Affordable Care Act & Your Client Responsibilities
Jenny MacKay
The Gaudreau Group jmackay@GaudreaGroup.com
In the wake of ACA, companies must comply with many DOL & IRS regulations. This
program will cover a variety of topics, including the latest versions of §6055 &
§6056, regarding offers of coverage and affordability.
November 1, 2016 Required Minimum Distributions Rules; Health Care in Retirement
Kristen McGarry
Pacific Life kristen.mcgarry@pacificlife.com
Sylvester Thomas Jr LUTCF
Managing Director
Pioneer Wealth Advisors sylvester.thomas@pioneerwealthadv.com
In the first topic, the speaker will discuss how IRA's are designed for retirement
and not wealth transfer.
The second portion of the program will address planning for health care costs,
along with Medicare and long term care.
(If you have trouble opening these Powerpoint documents, try downloading them
to your desktop, and opening them there.)
November 8, 2016 Estate Planning Play Book; Annuity Opportunities and Strategies
Joel Beck, Regional VP
Jackson Joel.Beck@Jackson.com
The first portion of this program wealth accumulation and transfer topics,
including estate taxation and adding value.
(If you have trouble opening these Powerpoint documents, try downloading them
to your desktop, and opening them there.)
November 15, 2016 The Move from CapEx to OpEx: Trends of Mainstream Cloud Adoption & Other As-A-Service Offerings
Dave DelVecchio, President
Innovative Business Systems ddelvecchio@for-ibs.com
The days of setting up depreciation schedules for capital expenses related to IT
hardware and software may be a thing of the past. We'll discuss the impact of
mainstream cloud adoption by businesses of all sizes and the move to IT hardware
as a service can have in terms of cash flow and tax savings for your clients.
November 29, 2016 The Startup Landscape
Attorney Paul Peter Nicolai, J.D.
Life Fellow, American Br Foundation
President, Nicolai Law Group, PC Paul.Nicolai@niclawgrp.com
This program will address startup issues, including management, intellectual
property, contracting, risk management and the changing landscape of crowdfunding,
both business and regulatory.
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