Date: March 23, 2006
Time: 8:00am to 1:30pm
Location:
The Waybury Inn, 457 East Main St., East Middlebury, Vermont
Description:
Managing your overall wealth portfolio, aside from managing your business as well, is a complex and daunting task, leaving much at stake. With three generations to plan, provide and protect for, thorough understanding and preparation is critical. This series of “mini-forums” will bring to light the many financial and legal issues related to the 3 BIG E’s, Education, Estate and Elder Care and how each is intricately linked to the other.
The panel of presenters assembled for this day represents the leading experts in their respective areas: Todd Fothergill of Strategies for College (http://strategiesforcollege.com/) Aaron Goldberg of Vermont Elder Law (http://www.vermontelderlaw.com/) Tim Cope of Fleischer Jacobs Group (www.fjgfinancial.com) Bill Post of Gravel and Shea (http://gravelshea.com/)
• How college is funded – what are the key formulas?
• Planning now to anticipate the college years in regards to assets, gifts and strategies;
• Targeting colleges based on student interest or particular skills;
• What are the impacts of the recent Deficit Reduction Act;
• What provisions should be made for powers of attorney;
• Impact of long term care on business and gifting;
• Source of money to pay long term care insurance;
• How does Long Term Care insurance really work?
• Advantages of purchasing LTC insurance through your business.
• Planning for your own estate and wealth transfer needs;
• What are the consequences of not planning;
• How to synthesize the 3 Big E’s and begin to plan today.
Non-credit workshops and courses only
Employees working in the industries of: manufacturing, healthcare, informational technology, telecommunications, and environmental engineering may be eligible for up to a 50% discount on courses. This grant is offered through a partnership with the Vermont Training Program and the Department of Economic Development. For more details call 888-222-3413 or 802-656-4033.
Notice to Trainees
WHY WE NEED YOUR SOCIAL SECURITY NUMBER
Act 192 of the 2008 Vermont Legislature requires employers and other training providers receiving support from the state to provide the social security number of each individual participating in the training to the department of state government supporting the training. The social security number will be used to gather wage information from the Department of Labor's files after you complete training, in order to evaluate the training program.
The Departments of Labor and Economic Development must provide information on the employment outcomes of training programs to the Legislature. Your information will be combined with information of other trainees to ensure your privacy and the privacy of your employer. The law requires the departments to keep your information confidential.
