We have a fantastic day of discussions planned! Tricia Smock will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many of your clients’ families and estates. Kate Hufnagel will discuss helping individuals and families do the important work that nobody likes to talk about – getting their affairs in order. And of course, Natalie Choate’s session on Today’s Best Lifetime Planning Ideas for Your Client’s Retirement Accounts will be invaluable.
Join us for happy hour and networking at the Painted Burro.
Agenda:
- 11:30 – 12:00 Registration
- 12:00 – 12:50 Lunch
- 12:50 – 1:00 Welcome
- 1:00 – 1:50 Tricia Smock, JD – Recent MA Estate Tax Changes: Impacts & Opportunities
- 1:50 – 2:00 Platinum Partner Shorts
- 2:00 – 2:50 Kate Hufnagel, The Digital Wrangler – Digital Legacy Planning: Enhancing Your Client Offerings
- 2:50 – 3:00 Platinum Partner Shorts
- 3:00 – 3:20 Visit with the Partners
- 3:20 – 3:30 Platinum Partner Shorts
- 3:30 – 5:00 Natalie Choate, JD – Today’s Best Lifetime Planning Ideas for Your Client’s Retirement Accounts
- 5:00 – 6:00 Happy Hour at the Painted Burro, 99 3rd Ave, Waltham, MA 02451