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June Round Table Breakfast
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When: Tuesday, June 6, 2017
From 7:30 AM to 9:30 AM
Where: Wellesley College Club
727 Washington St.
Wellesley, Massachusetts  02481
United States
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  • 7:30 a.m. to 8:00 a.m. Registration and Networking  
  • 8:00 a.m. to 8:15 a.m. Opening Remarks      
  • 8:15 a.m. to 9:30 a.m. Round Table Sessions

Tuesday, June 6, 2017

Session 1

Moderators: Kylie C. Ruschioni, CFP®, JDJ Family Services


Title: Millennials & Technology in the Workplace


Summary: According to a Nielsen survey, millennials cited technology use as the most defining characteristic of their generation. In this presentation, we aim to explore just how intrinsically tied technology is to the recruitment and retention of millennials, and discuss how businesses both in our industry and others are learning to adapt to this rapidly changing landscape.

Moderator Bio: Kylie joined JDJ in 2007 and assists UHNW clients with many aspects of their financial needs, including tax planning, estate planning and implementation, investment administration, consolidated net worth reporting, payroll administration, account management and the facilitation of financial transactions. In her role as Senior Manager & Vice President, she communicates regularly with wealth advisors, attorneys, tax accountants and other professional advisors, and is actively engaged in the strategic management of a small, growing business.


Session 2

Moderator: Eric Packer, Financial Advisor with Progressive Asset Management


Title: An overview of Socially Responsible(SRI) & ESG (Environmental, Social and Governance) Investing


Summary: A brief overview of the history of SRI and ESG, focusing on current trends; Impact & Fossil Fuel Free, the substantial growth of Assets Under Management invested using this approach over the past several years by individuals and institutions and increased interest in this area by baby boomers, millennials and foundations.


Moderator Bio: Eric Packer is the Founder of Progressive Asset Management/Boston. As a Financial Advisor with over 22 years of experience, he is dedicated to helping his clients align their values and principles with their investments, while working to achieve competitive financial performance. Eric combines a deep understanding of socially responsible investing (SRI) with his personal and professional commitment to social justice, economic equality, and the movement to address global climate change. He founded our office in 1996, but Eric's active support for social and environmental progress is woven throughout his varied professional careers. Eric worked as a MSW social worker for over seven years. Throughout his time working with state and local agencies serving families, teens, and seniors, he acted on his belief that governments, communities, and individuals all play essential roles in supporting the desire for change and growth.



Session 3

Moderator: William F. Leisman, Leisman Insurance Agency, Inc.


Title: Best Practices For Managing “Older” Life Insurance Policies


Summary: This session will provide an update on: The Current Marketplace, Cost of Insurance Increases, Changes to Dividend Scales, Changes to Conversion Rights, Carrier Consolidations and Other Product Changes

How frequently should reviews be done?
What questions to ask?
How to get ahead of “adverse changes”?
Do different types of policies warrant different reviews?
What options do clients have?
How to avoid worst case scenarios?


Moderator Bio: Will joined Leisman Insurance Agency, Inc. in 2009. As a member of his family business, he personally understands the benefits that insurance can provide to multiple family generations. My primary role is to design and implement creative insurance solutions for new and existing client. Like many BEPC members, his work is focused on creating and preserving “family wealth” in a tax efficient manner.



Session 4

Moderator: Judith A. Saxe, Atlantic Trust Private Wealth Management


Title: Ten Important Planning Tips for Dealing with the Massachusetts Estate Tax

Summary: Whether or not there will be a federal estate tax, there is and will likely still be a Massachusetts estate tax. Understanding the MA estate tax may be more complicated than you think. Join us for a discussion of how this tax work and the opportunities and challenges for planners and planning.

Moderator Bio: Judith Saxe serves as director of research and education and a senior wealth strategist for the Wealth Strategies Group at CIBC Atlantic Trust Private Wealth Management.  In this role, she leads firm wide education initiatives concerning various topics related to trusts, estates, multi-generational legacy planning and more. In addition, she works directly with clients and relationship teams in the Boston office to provide integrated wealth management services, including comprehensive estate and financial planning solutions, philanthropic and multi-generational legacy planning and guidance on fiduciary matters.


Judith has over 28 years of industry experience counseling high net worth individuals, corporate executives, owners of closely held businesses and multinationals on sophisticated estate planning designs and strategies.


Session 5

Moderator: Laurie J. Austin, Managing Partner at DiCicco, Gulman & Company, LLP


Title: US Tax Planning & Reporting for Individuals with International Investments


Summary: Overview of US taxation for individuals with international income or assets including gifts and inheritances from nonresidents, Foreign Bank account and FATCA reporting, investments in non-US entities and the IRS focus on the international area including the Offshore Voluntary Disclosure Program 


Moderator Bio: Laurie is the Managing Partner at DGC and a Partner in the Private Client Group. She has over 25 years of experience providing tax planning, consulting services and tax compliance for high net worth individuals and their families with a specialized focus on international tax issues. Laurie works closely with high net worth individuals and their advisors to provide comprehensive income tax planning and compliance services. She considers the clients’ goals and objectives as she consults on tax issues affecting their families, trusts, private foundations, and other gift, estate, and investment entities.

Laurie specializes in international tax and expatriate taxation. She assists employers with sophisticated tax issues related to compensation, business activities and investments. She also leads the firm’s Expatriate Taxation service team, providing specialized services to U.S. nationals working abroad and foreign nationals working in the U.S., as well as individuals who have international interests. She works with tax advisors worldwide and coordinates global tax planning for her clients. She also works extensively with U.S. clients who have international investments, as well as with nonresidents and foreign nationals who have U.S. activity.