News & Events

PRESS RELEASE LINK : Bourette Named Member of Ed Slott s Elite IRA Advisor Group SM

Check out Jane's interviews on 97.7 WACK on either Spotify or Apple podcasts here;

ELITE ADVISOR WITH ED SLOTT, CPA : SPOTIFY of APPLE

LONG TERM CARE: SPOTIFY or APPLE

ESTATE PLANNING: SPOTIFY or APPLE

UPDATES - RECORDED 5/6

GO TO OUR ESTATE PAGE FOR 3MIN VIDEO LINK

 

 

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation's leading provider of technical IRA education for financial advisors, CPAs, and attorneys. Ed Slott's Elite IRA Advisor Group sm is comprised of more than 475 of the nation's top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. His latest books include The New Retirement Savings Time Bomb (Penguin Random House, 2021), Ed Slott's Retirement Decisions Guide: 2022 Edition (IRAHelp, 2022), and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2021). He has hosted several public television programs, including his latest, Ed Slott's Retirement Freedom! (2022), is a Professor of Practice at The American College of Financial Services and a columnist for AARP. Visit irahelp.com for more information.

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The Secure Act & IRA's

 

Why More Workers Are Retiring Now, But Delaying Social Security Until Later (LINK ON PHOTO BELOW)

 

 

 

 

 

 

 

 

 

 

We are excited to add supplemental Insurance and supplemental income policies for small businesses (3 or more employees) and some individuals from;

 


 

 

 

 

 

 

CLICK ON LOGO ABOVE TO LEARN MORE!

 

 

 

 

 

 

 

 

 

 

 

 

                               

 

 

                                                                                                                            

 

 

 

 

 

 

 

 

 

 

 

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Jane was interviewed back in May, 2020 on 97.7 ACKFM radio about her business and tips on LONG TERM CARE. An LTC workshop recording available on request as well from Jane@CtoCFP.com

 

 

INTERVIEW RE: COVID 19 FROM MAY, 2020

 

 

 

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In other news....

Jane brought Gregg Cohen, President of Campus Bound, to Nantucket for a full day of 1-1 consultations and these educational workshops. If this is something you're interested, please contact us!

 

 

 


In early November, Jane brought Bob Tranchell of Federal Savings Bank to the Nantucket Senior and Health Expo for the day to speak to residents of Nantucket.