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FL 239.325.1100

 

Retirement Planning Workshop

May 10, 2018 | 3:30 - 6:30pm

The Retirement Planning Workshop is back by popular demand! We had a full house for our last workshop, so we're offering those who missed out a chance to still hear from the experts. 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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Round Table Panel: PACE and the Effects of Tax Reform on Real Estate

May 16, 2018 | 7:45 - 9:30am

PACE (Property Assessed Clean Energy) is a financing mechanism that provides commercial real estate owners low-cost, long-term funding for energy efficient and renewable energy projects. If you are looking to take out a PACE loan, you may want to consider whether you can borrow 100% of eligible costs, the length of the term, whether the loan is transferable upon property sale, and if it serves as a low-cost equity alternative. Join Boulay and Pace Loan Group for a breakfast round table panel and learn how this opportunity can finance energy-efficient improvements or projects and add to the capital stack of a project. In addition, with the new tax law changes in 2018, many aspects of real estate will be affected. Learn about these changes and decisions that will need to be made in the upcoming year.

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Estate Planning: Leaving a Footprint for Your Loved Ones

June 6, 2018 | 3:30 - 5:30pm

For most of us walking the earth, we will leave a modest legacy that doesn’t necessarily change the world but does leave a lasting footprint that will be remembered by those we’ve touched. Leaving a legacy isn’t just about passing on wealth, it’s knowing that your life mattered.

Join us for a wine tasting and visit with our Estate and Trust Team to help you understand how estate planning can make a big difference in what is left for your loved ones.

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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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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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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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