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

January 16, 2019 | 3:30 - 6:30pm

Parents and grandparents 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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Understanding the Tax Reform Changes and Implications

November 28, 2018 | 3:30 - 5:30pm

Due to an overwhelming registration response for the August 15 and September 19 tax seminars, we are hosting the same seminar again on November 28. The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to both individual and business taxes, and each United States taxpayer is affected by the reform. Business owners especially need to be well-versed on how the TCJA changes will affect their companies. Join us for appetizers and a happy hour to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of Minnesota's nonconformity with the TCJA changes.

 

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Tax Reform Changes for Individuals and Their Estates

November 15, 2018 | 3:30 - 5:30pm

The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to individuals and their estates, and each United States taxpayer is affected by the reform. High-net-worth individuals, business owners, and retirees especially need to be well-versed on how the TCJA changes will affect their wealth. Join us for appetizers and a happy hour to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of the tax law changes for individuals and their estates.

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2018 Business Succession Summit

2018 Business Succession SummitOctober 16, 2018  |  7:30 - 11:00am

Chances are you set goals to achieve the success you experience today. Transitioning your business is, in many ways, similar to starting and growing a business. A clearly specified plan will help you navigate business risks and plan for your own financial well being. Join us for breakfast and learn how to maneuver this complex and challenging process and help you secure your future.

 

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Keeping the Lake Home in the Family: Pros and Cons of Various Estate Strategies

October 2, 2018 | 3:30 - 5:30pm

Spending time at the lake is a favorite past-time for most Minnesotans, and many own lake homes that are cherished by their family. However, many cabin owners do not have a plan on how to safeguard their lake home or transition it to the next generation. Long-term care, tax issues, and other life challenges can derail your wishes for the cabin's future. Join us for appetizers and beverages and learn the pros and cons of different estate planning strategies for keeping your lake home in the family.

 

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Understanding the Tax Reform Changes and the Implications on Individual and Business Taxes

September 19, 2018 | 7:45 - 9:30am

Due to an overwhelming registration response for the August 15 tax seminar, we are hosting the same seminar again on September 19. The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to both individual and business taxes, and each United States taxpayer is affected by the reform. Business owners especially need to be well-versed on how the TCJA changes will affect their companies. Join us for a breakfast seminar to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of Minnesota's nonconformity with the TCJA changes.

 

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Retirement Wellness Workshop

September 13, 2018 | 3:30 - 6:30pm

While there are numerous aspects that are essential to living a healthy retirement, making good choices for your financial, physical and intellectual wellness are among the most crucial for those planning for this next phase of their lives. Join Boulay Financial Advisors, LLC for a workshop to help you prepare for and achieve full potential in your retirement.

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Understanding the Tax Reform Changes and the Implications on Individual and Business Taxes

August 15, 2018 | 7:45 - 9:30am

The Tax Cuts and Jobs Act of 2017 (TCJA) brought significant changes to both individual and business taxes, and each United States taxpayer is affected by the reform. Business owners especially need to be well-versed on how the TCJA changes will affect their companies. Join us for a breakfast seminar to revisit the Federal tax law changes from the TCJA, get updates on the latest tax reform news, and learn about the implications of Minnesota's nonconformity with the TCJA changes.

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IT Security Risk Assessment Lab

June 25, 2018 | 9:00am - 4:00pm

Protecting Your Data and Reputation
Risk assessments show how much security is necessary to protect organizations—they establish defined minimum standards and tell you where you can stop.

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ESOPs 101: A Panel on Employee Stock Ownership Plan Basics

June 20, 2018 | 7:45 - 9:30am

Your company and its shareholders can take advantage of many benefits through the use of an ESOP (Employee Stock Ownership Plan). The decision to adopt and implement an ESOP requires careful analysis and teamwork. Join ESOP experts from Boulay, Bankers Trust and Prairie Capital Advisors for a breakfast panel to learn the basics of ESOPs and how this ownership structure can benefit you and your employees.

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