Summer 2024 Seminar Schedule
Every so often, I find an opportunity that I can’t wait to share with our clients. This year, I have several amazing opportunities! So PLEASE – save each of these dates. Join me, Whitney Tashjian, and the rest of our team – we’ve even added some special guest speakers too.
These seminars are FREE, but the information we will share will be invaluable. Remember – Planning is a Process. So make sure you aren’t leaving your plan on the shelf. Don’t miss your chance to review what your plan is and what it can do ~ for you, for your family & for your legacy.
At each event we will be giving all who attend a free gift. Each event will have a different gift. So be sure to sign up for each seminar! I look forward to seeing you soon!
Annual Client Seminars
NEW EVENT:
“Statutes & Stethoscopes – Keeping You & Your Estate Plan Healthy“
This new event will cover important NEW statutes, cases, and regulations that impact you, your family, & your plan. We will also review what steps you can take to keep your estate plan healthy. Additionally, we will have a special guest speaker, Steve Adams, CEO & co-founder of Tiger Medical Institute. Steve will address how to become biologically younger next year and for the next few years. You can learn how to sustain an active and vibrant lifestyle without succumbing to the accelerating trend of spending your last year chronically ill. Learn this for yourself, for your kids, and for your grandchildren.
July 16, 2024, at 10:00 am
at
Courtyard By Marriott
707 Iyannough Road
Hyannis, MA 02601
Reserve seats for you and your friends – (508) 862-1600
or Click HERE
ANNUAL SEMINARS:
This year’s annual client seminars:
will take place at the Courtyard by Marriott, on various Tuesdays in July & August. Don’t miss this opportunity to learn what is in your trust, if it is up-to-date, and if it is properly funded. We have 50 to 90 people attend these in-person educational events – so don’t wait to make your reservation. Seating is limited.
Reserve your seats now! 1-508-862-1600
or click the link to register for the event.
Reservations are required.
July 30th, August 6th and 13th, 20th, 2024 at 10:00 am
at
Courtyard By Marriott
707 Iyannough Road
Hyannis, MA 02601
A Walk Through Your Trust
July 30, 2024 @ 10 am
&
A Walk Through Your IRA Trust
August 6, 2024 @ 10 am
These are our most popular client seminars!
Bring your trust; bring your spouse; bring your children! If you have ever reviewed your trust and wondered, “What does this legalese mean?” or “Why is my trust so long?” or “Why is this clause included in my trust?” then this is a great chance to get a better understanding of how your trust is designed.
During these seminars, we will go article by article through the trust document, describing the various Articles, Paragraphs, and Clauses. We will review how your trust should be built and several of the important options you may have included in your trust. We will also review recent changes in the law and how they impact your trust.
Who should attend this seminar?
Clients of Boyd & Boyd, P.C., including:
Donors, Current Trustees, Successor Trustees, and
Children of clients, including Present & Future Beneficiaries of your Trust.
How to Fund Your Trust: A Review
August 13, 2024 @ 10 am
One of the biggest mistakes people make with their estate plan is failing to fund their revocable trust. In this seminar, we will review how to transfer assets into your trust, which assets should be placed in trust, which assets should never be put into a trust, and how to properly use pay-on-death designations.
Bring investment account statements, bank statements, and copies of beneficiary designations for retirement accounts, life insurance, and annuities. This will be a hands-on review of the steps everyone should take to ensure that their trust is fully funded so it will do everything it can.
Special Guest Speaker: J. Christopher Boyd, CFP
Chris will discuss current market conditions and an overview of the economic outlook. Is the market overvalued or positioned to perform? On everyone’s mind this year is the question, “What will be the impact of elections on the market?” Interest rates on cash have been appealing, but with the Fed poised to reduce rates how is one to be positioned? All of this points to the importance of your own financial plan to help make sense of managing risk, planning cash flows, and gaining help in strategic planning (including Roth Conversions, Social Security timing, & help in the funding of your estate plan). This discussion is well-timed for decision-makers & those who depend on their judgments.
NEW SUMMER EVENT:
“Unveiling the Hidden Challenges in Estate & Trust Settlement”
August 20, 2024 @ 10 am
We are very excited to announce a brand new seminar! We have been asked to share all the legal steps that need to take place after a loved one dies. While we can’t cover everything, this seminar will bring you up to speed on what the estate settlement process is like. We will go over the basic steps that occur, the typical challenges, and the potential liabilities faced by your trustee and personal representative.
Are you prepared for the unexpected complexities of settling an estate? Don’t be caught off guard. Join us for an eye-opening seminar that will delve into the crucial, often overlooked aspects of estate and trust settlement. Discover the pitfalls that can trip up even the most informed individuals:
-
What happens if you misinterpret estate documents? Learn the risks of DIY estate settlement.
- Are you aware of the deadlines that could cost you financially? Missing these could mean hefty penalties.
- Do you know how to navigate potential family conflicts over assets? It’s more complicated than you think.
- What are the hidden traps in dealing with creditors and debts? This could make or break your financial stability.
- How could improper asset valuation affect your tax liabilities? Don’t let a lack of experience or knowledge cost your family.
- Can overlooking post-mortem planning lead to legal battles? Protect your family’s future.
-
What if you miss critical tax filing requirements? This mistake is more common than you’d expect.
Seminar Dates, Times & Locations
We have scheduled these seminars on:
Statutes & Stethoscopes: Keeping Your & Your Estate Plan Healthy
July 16, 2024 at 10:00 am
——-
A Walk Through Your Trust
July 30, 2024 @ 10 am
——-
A Walk Through Your IRA Trust
August 6, 2024 @ 10 am
——-
How to Fund Your Trust: A Review
August 13, 2024 @ 10 am
——-
Unveiling the Hidden Challenges in Estate & Trust Settlement
August 20, 2024 @ 10 am
Join us for these seminars at:
Courtyard by Marriott
707 Iyannough Road
Hyannis, MA 02601
10:00 a.m.–12:00 p.m.
You Must Register for Each Event Separately to Attend!!
If you plan to attend a seminar in person, please register by calling
1-508-862-1600 or Click the event links.
Reservations are required
Because of recent and pending changes in the law, we expect these seminars to be filled to capacity. Call our 24-hour Reservation line at (508) 862-1600 right now to reserve your seats. Please leave your name, cellphone number (so we can text a confirmation), and the number of seats you need. I encourage you to bring your successor trustee.
