Michael G. Trotsky, CFA, is the Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (“PRIM”) Board, the entity responsible for investing the $67 billion Massachusetts pension fund, which contains the assets of the Massachusetts Teachers’ and State Employees’ Retirement Systems as well as the assets of approximately one hundred participating municipal and county retirement systems.
A post-TCJA and long-term care planning update as a result of the new RI Medicaid regulations
An experienced estate planning attorney, Joseph is a frequent lecturer for the Boston Bar Association and the Rhode Island Bar Association on estate and long-term care planning issues and land conservation planning. His areas of practice include estate and income tax planning, business succession planning, land conservation planning, long-term care planning, probate and trust administration, special needs planning and real estate conveyancing.
Joseph often counsels clients on estate and income tax savings techniques including the most tax efficient ways which to transfer wealth and family businesses through multiple family generations. He also helps families preserve assets through advance planning for their long-term care needs. He frequently represents trustees and banks in their service as fiduciaries in the settlement of complex estates and beneficiary disputes.
This presentation provides actionable instruction for advisors to become better behavioral coaches through:
Michael is a Senior Advice Strategist in Vanguard’s Financial Advisor Services department. He is responsible for bringing Vanguard’s thought leadership and methodology to life through technology, content, and service offers. He also regularly acts as an ambassador for Vanguard, speaking at various client and other events including webcasts, podcasts, and media on a range of investment topics.
Previously, he was an Investment Strategist in Vanguard’s Investment Strategy Group, where he published over 25 research papers and articles, primarily focusing on Advisor’s Alpha, Retirement Income, Investor Behavior, and Portfolio Strategy. Michael spent his first few years at Vanguard in a variety of fixed-income roles. Prior to joining Vanguard, he worked in the advice industry as an investment advisor. Mr. DiJoseph earned a B.S.B.A. in finance from Villanova University and is a CFA® Charterholder.
In today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss an opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.
In addition to one-on-one consultations, there are workshops on a variety of financial topics throughout the day. Stay as little or as long as you’d like.
It’s all free. Bring a friend!
There is no regular lunch meeting this month. Join us at Rhode Island’s largest gathering of financial professionals for a day of networking, continuing education and connecting with important industry vendors.
Presented by FPA of Rhode Island, NAIFA-RI, and RI Society of Financial Service Professionals
Go to https://riproday.com/ for registration and sponsorship opportunities
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