October 30, 2018 Panel Discussion with Key Bank & Key Private Bank www.Key.com
Taming the BEAST: Advanced Estate Planning Strategies for Business Owners
Carlos Salmon, Daryl Gordon and Katie Farrington
There is a planning BEAST that is always lurking:
B - Buy-sell Planning
E - Estate Planning
A - Asset Protection
S - Succession Planning
T - Tax Minimization
Advanced estate planning strategies will help business owner clients tame the BEAST. A strong
emphasis will be placed on building a cohesive business advisory team.
November 6, 2018 The Dark Web: What it is & how we can avoid it
Sean Hogan, Hogan Technology, Inc. Sean@TeamHogan.com
The dark web and breaches are a threat to all of us. Cyber security has never been more critical.
This presentation is designed to explain what the dark web is, who created the dark web and how
to avoid it. You will also learn what you need to know if your information is available on the
dark web.
Market & Economic Update
Timothy Suffish, CFA
Matthew Farkas, CFA
This session will provide an economic update and discussion of equity and fixed income market
trends.
Current Trends in Financial Planning
William Johnson
Patricia Faginski, AIF
Gary Schiff
Key financial planning priorities and challenges leading into and through retirement will be
addressed.
November 20, 2018 Annual Tax Update (4 Hours)
Deborah Rogers, CPA
Waldron H Rand & Company deborahr@waldronrand.com
Cody D. Belland, CPA
Wolf & Company, P.C. Cbelland@wolfandco.com
These two speakers are from the MSCPA Taxation Committee. Outlines will be available at
www.cpeForum.org before the program.
November 27, 2018 Succession Planning for Today & Tomorrow
Michael K. Vann and Kevin B. Vann
The Vann Group, LLC & ROCG Partners www.vann-group.com
This program will provide current data relative to succession and exit planning, along with
proven strategies for successful outcomes. A strong emphasis will be placed on finding the
right buyer.
December 4, 2018 Data Retention & Security: What we need to know about retaining & protecting the
records we have
Michael E. Callahan, FSPA, CPC, EA, RMA®, CWS®
Edu4Retirement, Inc, President mc@Edu4Retirement.com
This session will cover the document retention and cybersecurity needs of the individual. What
records do we need to keep and for how long? How and where do we keep them? Are they secure?
