Upcoming Events

Welcome to the DBMCPA 2024 Lunch and Learn Series.

From conversations with our clients, we understand the needs for information on the intricacies of planning for the golden years of retirement. The following four in-person sessions, hosted at the DBMCPA conference center, promise enlightening discussions on crucial topics such as Social Security and Medicare benefits, estate planning, and savvy retirement plan investment strategies.

To make your experience seamless, a delightful lunch will be served. Additionally, you have the opportunity to submit your questions in advance. Time permitting, these questions will be addressed during the seminar. Please follow the links below to register for each seminar. A nominal $20 registration fee will cover your delectable lunch.

Planning for the Years Heading Toward Retirement

January 25, 2024, 11:30 AM to 1:30 PM


Speaker: Dave Dillwood, CPA, Dillwood Burkel & Millar, LLP

Synopsis: Explore the essentials of retirement planning with an insightful overview by Dave, covering key aspects to consider.

Overview of Social Security and Medicare

February 1, 2024, 11:30 AM to 1:30 PM


Speaker: Paul Larson, Larson Financial Holdings 

Highlights: Delve into the complexities of social security, Medicare benefits, and nuances between Medicare Supplement and Medicare Advantage. Plus, gain insights into long-term care.

Wills, Trusts, Probate, Estate Planning & Durable Powers of Attorney for Healthcare Decisions

February 8, 2024, 11:30 AM to 1:30 PM


Speaker: Emily DeMeo, Geary, Shea, O’Donnel, Grattan & Mitchell, P.C.

Insights: Discover the significance of estate planning, even without heirs or a taxable estate. Gain comprehensive knowledge about various trusts and the estate planning process.

Retirement Plan Investment Strategies

February 22, 2024, 11:30 AM to 1:30 PM


Speaker: Intrua Financial

Discussion: Uncover the distinctions among qualified retirement plans, IRAs, and Roth IRAs. Learn effective investment strategies tailored to these plans.

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