The Power of Integration: Making Smarter Financial, Tax & Estate Planning Decisions 
by Boulay
In an ever-changing economic landscape, navigating the intricacies of financial, tax, and estate planning can be complex and challenging. However, with the right knowledge and strategies, you can unlock integrated opportunities to help you achieve your personal and financial goals. Join us for an informational seminar and networking happy hour to learn how to integrate …
by Boulay 
In Case You Missed It: Boulay’s Gratitude Gathering 
by Boulay
On Thursday, October 26, Boulay hosted our “Gratitude Gathering” to celebrate the firm’s upcoming 90th anniversary, as well as Boulay Financial Advisors, LLC’s 25th anniversary. Hosted at the firm’s Eden Prairie office building, One Southwest Crossing, the event featured music, food, drinks, office tours, great conversation, and the opportunity to give back. Highlights Upon arrival, …
by Boulay 
Webinar: The Estate Portability Provision 
by Boulay
Details Thursday, December 7, 2023 11:00 – 11:45 a.m. Central Time Join estate and trust partners Andrea Thermos and Emily Blackburn for a webinar to learn how the portability provision for estate taxes allows a surviving spouse to capture their deceased spouse’s unused estate tax exception amount, ensuring the widow(er) receives the maximum financial benefit. …
by Boulay 
Webinar: U.S. Economic & Market Outlook 
by Boulay
Details Thursday, November 9, 2023 10:00 – 11:00 a.m. Central Time Join Joe Bloodgood, Wealth Management Partner at Boulay, and Liz Ann Sonders, Managing Director and Chief Investment Strategist at Charles Schwab & Co., for a webinar on the latest economic trends and market developments and how they could affect individual investors. Liz Ann will …
by Boulay 
Boulay’s Gratitude Gathering 
by Boulay
Please join us in celebrating Boulay’s 90th anniversary and Boulay Financial Advisors’ 25th anniversary with an open house at our Eden Prairie office. These milestones would not be possible without the support of our clients, friends and community throughout the years. Join us in expressing our gratitude as we honor these achievements and give back to …
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A Woman’s Journey: Financial & Estate Planning Insights at Each Stage of Life 
by Boulay
As women progress through their life journey and reach significant milestones along the way, there are many financial and estate planning aspects to consider. Join Ellen Horan, Senior Wealth Manager, and Emily Blackburn, Senior Estate & Trust Manager, for a seminar as they discuss financial and estate planning matters regarding: starting and progressing through a …
by Boulay 
Mankato Office Grand Opening 
by Boulay
Boulay invites you to celebrate our Mankato Office Grand Opening. Join us for drinks, appetizers and a chance to see our newest office location. A ribbon cutting ceremony will be held at our office on the third floor. Then we’ll head down to Number 4 on the first floor for an open house networking event. …
by Boulay 
Webinar: Virtual Lease Accounting Workshop 
by Boulay
DetailsThursday, December 1, 202210:00 – 10:30 a.m. Central Time Join Boulay and LeaseCrunch for a 30-minute workshop on how to expedite adoption of the new lease accounting standard. During this session, we will cover how to: • Set up your LeaseCrunch account• Add Leases• Run reports There will be time for Q&A at the end. Register now …
by Boulay 
Webinar: Global Market Outlook 
by Boulay
DetailsWednesday, November 30, 202211:00 a.m. – 12:00 p.m. Central Time With rising inflation and interest rates, a bear market and continued uncertainty, 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 …
by Boulay 
Webinar: Irrevocable Life Insurance Trusts – Exploring a Valuable Strategy for Your Estate Plan 
by Boulay
Details Tuesday, October 25, 2022 11:00 – 11:30 a.m. (Central Time) Many people purchase life insurance to safeguard their loved ones’ futures, but it can also be used as part of one’s estate plan. Irrevocable Life Insurance Trusts (ILIT) may be a beneficial strategy to explore if you are looking to minimize estate taxes, provide …
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