FALL WORKSHOPS & SPEAKERS ANNOUNCED

You and a Guest are Invited

FALL SEMINAR SERIES 2023

Sponsored by Borgida & Company, P.C. & Raymond James Financial Services, Inc.

Save the Date & We’ll Save You a Seat!

Register for all 3 or just the one that piques your interest!

 

#1

MINIMIZING RISKS TO PROTECT YOURS AND YOUR BUSINESS . . . Vigilance, Skepticism & Timeliness are KEY!!

Thursday, September 14th

Local Forensic Accountant  & Fraud Investigator Stephen Pedneault, CPA/CFF, CFE will discuss common frauds and recent schemes perpetrated against businesses and individuals. Learn to identify red flags; how to develop a healthy level of skepticism to minimize being a victim; and leave with resources that’ll help you stay up to date on current schemes and how to avoid them. If fraud is detected, a timely response is of the essence; vigilance remains key in the current environment!

 

#2

STARTING & MAINTAINING A SUCCESSFUL BUSINESS

Thursday, October 19th

Want to move your side-hustle forward? New to start-ups? Calling entrepreneurs and established business-owners alike. Attorney Louis A. Spadaccini, Blackwell & Spadaccini LLC, Manchester, CT will walk you through the requirements specific to our highly regulated State. Topics include deciding the best entity type, choosing the right business partner, proper registration, plus asset & liability protection to get your business plan in place!!

 

#3

PULLING THE RETIREMENT RIP CORD…Are you ready?

Thursday, November 9th

Thomas Scanlon, CPA, CFP® Financial Planner Raymond James Financial Services, will discuss retirement planning with topics regarding knowing your numbers; steps for transitioning; planning for inflation; claiming strategies for social security; establishing a Plan B for being self-reliant in retirement. Join us for a light evening to set your dream in motion. It’s never to early!

* We’re celebrating Veterans’ Day with a special gift for all who served. Please let us know if you or your guest is a veteran.

Register at 860.646.6465 or email MariaM@Borgidacpas.com

(Space is limited so call today!)

All workshops are held at:

Borgida & Company, P.C. 360 East Center Street, Manchester, CT

Time: 5:30pm-7:00pm

A light dinner will be served, followed by the presentation with time for questions & answers.

*Bring a guest for an extra entry into our door prize give-away!

**There is no fee for this event. However, we ARE collecting non-perishable donations for our 18th annual MACC Food Drive from Sept. 14 – Dec. 13, 2023.

 

Thomas F. Scanlon is a member of the American Institute of Certified Public Accountants and the Connecticut Society of CPA’s. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Borgida & Company, P.C. is not affiliated with nor endorsed by Raymond James Financial Services, Inc. Raymond James is not affiliated with and does not endorse the opinions or services of Stephen Pedneault or Louis A. Spadaccini. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

 

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