Wealth, Wellbeing and Wisdom: What You Need to Know about Making Florida Your Home

February 22 and 29, 2016  |  10:00 - 11:00am

Join Patricia Kalil Margarit, partner at Boulay, for a complimentary two-part seminar series on "Wealth, Wellbeing and Wisdom: What You Need to Know about Making Florida Your Home." Hear about the benefits of being a Florida resident from her and five other industry experts, learn about the most recent tax benefits, know the latest changes in Florida law, and much more. Also, hear from legal, tax, investment, insurance and real estate experts about the latest industry trends. Discover what's new…and what's next!


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Your Estate Plan: The Road to Reaching Your Goals and a Map for Your Beneficiaries

January 28, 2016 | 7:30 - 10:00am

Did you know nearly half of Baby Boomers don't have an estate plan, and of those that do, many have not updated it to reflect their current situation? From 2015 to 2025, Baby Boomers will transfer the greatest generational accumulation of wealth of any generation before them through death. The manner in which their estate was structured will determine the ease and cost when that transfer takes place. The rules can be complicated but it's important to get it right.

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Recordkeeping and Time Management

Boulay, Recordkeeping, Time ManagementJanuary 13, 2016  |  7:30 - 9:30am

Owning a business is an ambitious and exciting quest, but it is also intimidating. The important financial decisions you make now will affect where you land down the road, so it's important to seek wisdom from money-smart professionals who can guide you in the right direction. Join us to learn about the importance of recordkeeping and time management when owning a small business.


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