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!

 

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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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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!

 

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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.

 

Click here to register!

 

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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.

 

Click here to register!

 

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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.

 

Click here to register!

 

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Virtual Town Hall Meeting: Informing You on the Latest PPP Developments

Details:
Thursday, June 11 | 11:30 a.m. - 12:30 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.

 

Click here to register!

 

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Virtual Coffee Break: Payroll Taxes and The Families First Coronavirus Recovery Act (FFRCA) – Ask the Tax Accountant

Details:
Thursday, April 2 | 2-3 p.m.

 

The Family First Coronavirus Response Act (FFCRA) has made companies scramble to make sure they’re doing the best they can to take care of their employees and comply with the new legislation. What FFCRA also said is that there are refundable payroll tax credits to help businesses offset the costs associated with mandated paid leave. But the question remains, how will this work? How do employers get the credits? What proof will be required? And most importantly, when? Join The Horton Group as they host Mike Crabtree, Tax Partner, as they break down these tax credits and answer your questions.

 

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2019 Insider Briefing Series

Tax Reform’s Effect on Giving: What We Know Now

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Agile Businesses: Preparing for Change Before it Hits You

Date And Time

Tue, October 22, 2019

7:30 AM – 11:30 AM CDT

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Location

Edina Country Club

5100 Wooddale Ave

Edina, MN 5542

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