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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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Boulay Financial Advisors' 'Global Market Outlook' Webinar

Details:
Tuesday, August 11 | 2:00 - 3:00 p.m.

 

With the ever-changing world and financial uncertainty increasing, understanding the global economy and markets is crucial now more than ever. Join Joe Bloodgood, Wealth Management Partner at Boulay and Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab & Co., Inc., for a webinar on the current global market outlook.

 

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Webcast: Informing You on the Latest PPP Developments

Details:
Wednesday, July 22 | 1:30 - 2:30 p.m.

 

Join us for a webcast on the Small Business Administration's Paycheck Protection Program (PPP). Boulay experts 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.

 

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Boulay Financial Advisors Forum Webinar: Market Volatility and Your Financial Game Plan

Details:
Wednesday, June 24 | 11:00 a.m. - 12:00 p.m.

 

Join us for a virtual town hall meeting on the Small Business Administration's Paycheck Protection Program (PPP). Boulay experts will provide the latest information on PPP loan forgiveness and strategies for navigating recent changes. 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.

 

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