My Boulay
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FL 239.325.1100


Estate Planning Workshop

January 31, 2018 | 7:45 - 10:30am

When planning your estate, you want a smart strategy regarding income and estate taxes, as well as a clear plan for those involved in your estate after your pass away. Join us for breakfast and learn how you can avoid unnecessary taxes and be proactive in helping the survivors of your estate know what's involved before it's too late.

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Retirement Planning Workshop

February 22, 2018 | 3:30 - 6:30pm

Retirement is simply a milestone you pass on your journey—like crossing a border from one state to the next on “the road trip of a lifetime.” Reaching this marker comes with emotions, not to mention hard work and careful planning. Join Boulay Financial Advisors, LLC for a workshop, and start preparing the next leg of your journey.

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Lease Accounting for Real Estate Tenants

November 28, 2017 | 7:45 - 9:30am

Join experts from Boulay and Colliers International MSP for a breakfast workshop to review how new lease accounting standards will impact your operating results and real estate strategy.

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2017 Business Succession Summit

2016 Business Succession SummitNovember 1, 2017  |  7:30 - 11:00am

Planning your business exit strategy and retirement can be daunting tasks. Is your business exit strategy going to work to your best advantage? Do you have enough money to retire and live the life you imagined? What will your life look like after leaving your business? Join us for breakfast and learn how the quality of your earnings, wealth and life all play into these important decisions to give you the future you envision.


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Engaging and Retaining Young Talent

October 10, 2017 | 4:00 - 6:00pm

In today's job market, attracting, engaging and retaining millennials—those born between 1980 and 2000—can be challenging as they are more likely to job hop than previous generations. Because many of them feel underutilized or believe they are not being developed as leaders, it's important to understand their values and offer them worthwhile opportunities and benefits. If you're looking to reduce turnover and enjoy craft beer, join us for a Boom Island Brewery tour and learn how to retain your younger employees.

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Insider Tips to Navigate the Complicated College Process and Save Lots of Money

September 28, 2017 | 7:45 - 9:30am

Parents of high school and college-bound students will not want to miss hearing a national expert provide strategies to help families navigate the complicated college process and save tens of thousands of dollars. College is now the second largest purchase most families make in their lives, yet most know more about buying a television. This workshop will cover common mistakes families make in selecting a college, myths about financial aid, and how to significantly reduce your cost. Planning ahead and developing a strategy for the college process is crucial to finding the right fit and avoiding unmanageable debt.

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Estate Planning: When Life Suddenly Changes

June 29, 2017 | 7:45 – 10:00 a.m.

Join us for a breakfast workshop on estate planning for post-death and divorce and get practical advice that helps your loved ones ensure your wishes are carried out. When a loved one dies, there’s not only crushing emotional grief, but also the likely feeling of overwhelming logistical and legal tasks that lie ahead. Post death planning makes it easier for the personal representative of an estate, whether the decedent had a detailed estate plan or a plan that may lack attributes important in today’s estate environment.

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Be Prepared! Protecting Your Business Against Ransomware

June 21, 2017 | 7:45 - 9:30am

Ransomware—computer malware that prevents you from using your device normally until you do as it says, such as paying a certain amount—is on the rise and many companies are at risk. According to Microsoft, for the top ten countries with the most ransomware detections, the United States has 50% of all detections. Join us for a breakfast workshop and learn how to protect your business against ransomware.

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Lease Accounting and Revenue Recognition Workshop

May 31, 2017 | 7:45 - 9:30am

Under the new FASB lease accounting standard, a company who leases buildings, equipment and other assets will be required to recognize most leases as a lease asset and liability on the balance sheet. This is a significant change from the current accounting for leases, which allows for certain leases classified as operating leases to be recorded off the balance sheet. Join us for a breakfast workshop to learn how this standard will impact your financials and get ahead of others in understanding this significant change. In addition, as a follow-up to our November 2016 workshop on revenue recognition, we will cover the significant change in disclosures around the revenue recognition guidance set to take effect in 2018.

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Student Loans and Income-Based Repayment Programs: Transforming Student Debt into Personal Wealth

March 7, 2017 | 7:45 - 9:30am

Most professionals with one or multiple degrees often finance their educations with student loans and many owe hundreds of thousands of dollars before even beginning their careers. Today, there is $1.3 trillion in student loan debt in the United States, with an average student loan debt of approximately $30,000. The average debt for an attorney is more than $140,000, while doctors have an average debt of more than $160,000. Join us for breakfast and learn how to develop a personalized plan to manage debt, free up cash flow and provide opportunities to save for other financial priorities.

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