Come out and network with your colleagues and enjoy the presentations:

Financial Planning for the Modern Family

Presented by:

Lori Epstein
Vice President, MassMutual Financial Advisors

Based around the characters of the popular TV show Modern Family, this presentation focuses on the myriad of estate and legacy planning issues faced by this fictional family. These issues include: a second marriage where the new spouse is the same age as the children from the prior marriage, a non-citizen spouse and a same sex couple with an adopted child. Estate tax Issues around the unlimited marital deduction and lifetime gifting between unmarried couples will be covered. Planning issues and strategies for same-sex couples following the Supreme Court's decision around DOMA, U.S. v Windsor, Hollingsworth v Perry and Obergefell vs Hodges, will also be covered. The presentation discusses a wide range of insurance based planning strategies.

Achieve Success In Any Economy  - The One Page Business Plan 

Presented by:
Simon Reilly 

Achieving success in any economy requires developing a written plan expanding on the following six steps to maintain focus, to define where the business is going and how the business is going to get there:

Vision:             1) What are you building?

Mission:            2) Why does this business exist?

Objectives:      3) What results will you measure?

Strategy:          4) How will you build this company?

Action Plans:    5) What is the work to be done?

Purpose            6) How are you going to be?

Agenda:

3:45-4:20 - Registration, networking, appetizers
4:20-4:30 - Welcome and announcements
4:30-5:25 - Lori Epstein
5:30-6:25 - Simon Reilly

2 Hours CFP CE Approved - 2 Hours GA Insurance Approved