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Webinar | Financial Planning Tips for Board Members
Wednesday, November 03, 2021, 12:00 PM - 1:00 PM CST
Category: Minneapolis | St. Paul

10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)

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Zoom invitation will be shared the day before the event.

Overview

Your business can provide exceptional value to you beyond the money you earn. Through financial planning, you may be able to reduce your costs of health insurance, receive large “matching” contributions for your charitable commitments and maximize retirement savings all while minimizing your tax bill. If appropriate, learn how to write off the cost of health insurance, prefund future health care costs with an H.S.A., identify how to receive a 100% – 900% match on your charitable dollars, open a solo 401k to save nearly $65,000 a year, and find more tax-deductible retirement savings capacity through a Cash Balance Plan. Join us to learn about these and other financial planning tips to help assure your financial success.

Thank you to our Silver Chapter Sponsor and Webinar Host!

Thank you to our National and Gold Chapter Sponsors!

Panelists

 

Nathan Faith, CFP®
Wealth Management Partner
Boulay Financial Advisors, LLC

Nathan Faith provides investment advice for clients as an Investment Advisor Representative of Boulay Financial Advisors. He specializes in accumulation, distribution and tax planning, and he assists clients with financial planning that integrates investment and money management, estate planning, and risk and debt management. Nathan utilizes tools such as WealthNAVTM to illustrate strategies and simplify concepts for clients to make better short- and long-term decisions. He also prepares and reviews tax returns for many of the firm’s clients. By having worked with many clients in different phases of their careers and lives, Nathan has expanded his competencies and is able to flatten the learning curve for his clients by making complex ideas easy to understand. Nathan previously was a member of the Minnesota Army National Guard and was deployed to Iraq with the “Red Bull” brigade in 2006-2007.

Nathan attended Minnesota State University, Mankato and earned his B.S. Finance with a financial planning emphasis. He is an Advisory Council Member of the MN State University, Mankato’s Financial Planning Program, an Adjunct Professor with the Financial Planning Certificate Program Capstone Course, and a member of the Financial Planning Association. He enjoys spending time with his family, running, fishing and camping in the Boundary Waters.

            

Joseph Bloodgood, CFP®, AIF®
Wealth Management Partner
Boulay Financial Advisors, LLC

Joe provides wealth management services to individuals, business owners, and corporations. He assists clients in defining and achieving their financial goals and objectives while providing growth strategies and strategic planning ideas. Joe consults with corporate clients regarding qualified and nonqualified retirement plans and facilitates the successful design and implementation of their plan. He also provides fiduciary training and ongoing consulting, investment advice and employee education for his corporate clients.

Joe has a bachelor’s degree from the University of Minnesota, Twin Cities. He is a Certified Financial Planner® (CFP), Accredited Investment Fiduciary (AIF®), Series 7 and 63 registered and Insurance licensed. He is a member of the Financial Planning Association of Minnesota, and he is involved in the Minnesota Chamber of Commerce and Emerging Leaders. He enjoys coaching youth baseball, downhill skiing, cycling, golf, hunting, and spending time with his wife and three children.

Moderator

            

Meghan Hannon
Senior Retirement Plan Manager
Boulay Financial Advisors, LLC

Meghan joined Boulay Financial Advisors, LLC in 2020 and has more than 13 years of experience in retirement plan services and consulting. Meghan advises corporate clients regarding qualified and nonqualified retirement plans and facilitates the successful design and implementation of their plan. She also provides fiduciary training and ongoing consulting, investment due diligence and selection, and employee education for corporate clients. She is a graduate of the University of Wisconsin, Madison and has her FINRA Series 7 and 63. In he free time she enjoys spending time with her husband and two children, traveling, cooking, kayaking and relaxing at the cabin.

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