Fixed Income Outlook: What Low Interest Rates Mean For Your Portfolio

Details:
Wednesday, February 3 | 11:00 a.m. - 12:00 p.m.

 

Investors have become accustomed to fixed income providing diversification, income, and stability within their investment portfolio. With interest rates at historic lows, it's important for investors to set proper expectations that past performance is unlikely to be repeated. Join Chad Carlson, Senior Portfolio Manager at Boulay, and Wasif Latif, Head of Investments at Victory Capital, for a webinar on the role fixed income should play in your portfolio and suggestions on how to best navigate the space going forward.

 

Click here to register!

 

Read the rest of entry »

In-Depth Estate Planning Webinar Series (Part 3): Creating a Digital Estate Plan

Details:
Thursday, February 11 | 11:00 - 11:45 a.m.

 

Join us for the third session of an estate planning webinar series with Andrea Thermos, CPA, Estate & Trust Senior Manager. In this final webinar, Andrea will discuss how to create a digital estate plan. Utilizing Boulay's interactive "Digital Assets" guide, she will assist you in developing a strategy for saving or deleting your digital assets and online accounts—including emails, photos, videos, social media and financial accounts, and more—once you pass away.

 

Click here to register!

Read the rest of entry »

In-Depth Estate Planning Webinar Series (Part 2): Providing Guidance for Guardians of Minor Children and Pets

Details:
Wednesday, January 13 | 11:30 a.m. - 12:15 p.m.

 

Join us for the second session of a three-part estate planning webinar series with Andrea Thermos, CPA, Estate & Trust Senior Manager. Andrea will discuss what information and guidance to provide for the guardians of your minor children and/or pets. Utilizing Boulay's "Survivor's Roadmap" interactive guide, she will assist you in creating specific instructions for your chosen guardians and will offer ideas of issues to consider, including educational and religious views.

 

Click here to register!

Read the rest of entry »

In-Depth Estate Planning Webinar Series (Part 1): Creating Legacy Letters and a Post-Death Checklist for Loved Ones

Details:
Tuesday, December 15 | 11:00 - 11:45 a.m.

 

Join us for the first session of a three-part estate planning webinar series with Andrea Thermos, CPA, Estate & Trust Senior Manager. In the first webinar, Andrea will discuss writing legacy letters and creating a post-death checklist for your loved ones. Utilizing Boulay's "Survivor's Roadmap" interactive guide, she will assist you in creating these important documents to give comfort and make it easier on your friends and family once you pass away.

 

Click here to register!

Read the rest of entry »

Buyers Bootcamp Webinar: Important Considerations for Buying or Selling a Business

Details:
Thursday, November 19 | 12:00 p.m. - 1:00 p.m.

 

Please join us for a panel discussion with M&A experts who will provide important insight into buying or selling a business. The economy has experienced extreme volatility over the past year due to the effects of COVID-19, shifting monetary policy, and the 2020 election season. With these changes, the environment for buying a business has also changed. Please join us to hear from four M&A experts on what has changed, things to pay particular attention to during economic uncertainty, and how to still be successful in buying a business in 2020/2021. This panel is specifically tailored to individuals or companies seeking to buy a business. However, current business owners may find value in understanding what buyers are looking for when evaluating businesses, such as: value considerations, tax structures, legal considerations, financing options, etc.

 

Click here to register!

 

Read the rest of entry »

Post-Election Policy Forecast Webinar: Tax Planning and the Biden Administration

Details:
Wednesday, November 18 | 11:30 a.m. - 12:30 p.m.

 

Now that the 2020 Election has passed and we look to a new year under a new government, many wonder how President Elect Joe Biden's Administration may alter U.S. tax policy. Join Wealth Management Partners Nathan Faith and Joe Bloodgood for a webinar as they forecast the tax implications for the coming years. Nathan and Joe will discuss the history of the market under various political arrangements, the timeframe for anticipated tax law changes, and planning strategies that may become more valuable with a higher tax landscape.

 

Click here to register!

 

Read the rest of entry »

Estate Planning Webinar: Organizing Key Information in a Helpful Guide

Details:
Tuesday, November 17 | 11:00 a.m. - 12:00 p.m.

 

Money management information. Password management. Legacy letters to loved ones. Guidance for minor children. While estate planning may seem like a daunting task with many factors to consider, it can be done and organized all in one place for your loved ones. Join Andrea Thermos, CPA, Estate & Trust Senior Manager, as she guides you through Boulay's "Survivor's Roadmap" interactive tool. Get tips on how to complete this guide, which can be included in your estate documents to help your loved ones understand your wishes.

 

Click here to register!

Read the rest of entry »

Boulay Financial Advisors Webinar - Pandemic Politics: The Policy Implications of Election 2020

Details:
Tuesday, October 20 | 12:00 - 1:00 p.m.

 

During the final quarter of a wild year, the November election is on the minds of many. Join Jon Melander, Wealth Management Partner at Boulay, and Susan Olson, Director of Government Relations for Natixis Investment Managers, for a webinar on the 2020 Election as it relates to the COVID-19 Pandemic.

 

Click here to register!

 

Read the rest of entry »

Boulay Financial Advisors Webinar: The Ins and Outs of Medicare

Details:
Wednesday, October 7 | 11:30 a.m. - 12:30 p.m.

 

The A's, B's, C's & D's of Medicare can be confusing and overwhelming. Keeping up on the ever-changing regulations and requirements can be a challenge for even the most informed among us. Join guest speaker Gina DeMarco of LifeStream Insurance Solutions as she discusses the basics of Medicare, including Medicare supplements, Part D (Rx) plans, cost plans, and advantage plans.

 

Click here to register!

 

Read the rest of entry »

Webcast: Informing You on the Latest PPP Developments

Details:
Wednesday, September 16 | 11:00 a.m. - 12:00 p.m.

 

Join us for a webcast on the Small Business Administration's Paycheck Protection Program (PPP). Boulay experts, as well as Liz Lambrecht from Coulee Bank, will provide the latest information on PPP loan forgiveness and strategies for navigating the most recent guidance. Learn about the forgiveness process and the documentation required, and get your questions answered from professionals who are staying up to date on the latest developments.

 

Click here to register!

 

Read the rest of entry »

Pages: Previous1234567NextReturn Top

CONNECT


 

 


Categories