Wealth Management > Thought Series > Forums


As part of our Thought Series®, Cambridge Trust hosts periodic presentations and panels to address timely investment and financial planning issues. Led by our wealth management professionals, these informal gatherings provide a forum for discussion and direct access to our subject experts.

Past Events:

Who Can I Turn To?
Financial Guidance When Life Happens

Life does not always turn out as planned. What do you do when the unexpected happens? Who can you turn to for trusted financial guidance? Events we don't see coming: a divorce, additional family responsibilities, or the unexpected death or incapacity of a spouse or partner can turn our emotional and financial life upside down. Cambridge Trust Company's advisors, Julie Alix and David Walker, led a discussion of what you can do when faced with the unexpected.

The Fiscal Cliff and Beyond...

What should you do now?

Cambridge Trust's Chief Investment Officer, Jim Spencer, was joined by a panel of experienced accountants and lawyers to discuss what the new legislation could mean for the economy and financial markets. They also discussed how the new legislation could impact financial and estate planning strategies to preserve, grow, and transfer wealth.

Growing or Selling Your Business:
What the Next Four Years Could Mean

Our panelists discussed their hands-on experience growing and selling businesses using various financing tools to successfully achieve growth objectives. They talked about their perspective on how business owners can tackle the difficult decision to sell their business. Cambridge Trust Company's Andrew Mahoney, commercial lending officer, and David Strachan, wealth advisor, were joined by panelists from CBIZ Tofias, G2 Capital Advisors, and Goulston & Storrs for this lively discussion.

Retirement Plan Benefits:

What You Need to Know Before and During Retirement

Now that 401(k)s, IRAs, and other types of defined contribution plans have become such significant parts of people's wealth, designing retirement and estate plans around those assets is more critical than ever. What are some of the most efficient tax strategies that you should consider for taking distributions when you retire? How can you preserve your retirement plan as an enduring legacy for your spouse and other survivors? What are some of the steps that survivors should take to maximize benefits they inherit from qualified retirement plans? Cambridge Trust Company's advisors, David Strachan and Alice Given, addressed these matters.

Ten Non-Tax Reasons Why You Should Rethink Your Long-Term Financial Plan

Vice president and trust officers Michael P. Panebianco, Susan Chiappisi, and Laura C. McGregor discussed the common misperception that the primary purpose of estate planning is to reduce estate taxes. Saving taxes is important, but it is far from being the only reason to have a sound estate plan. Citing examples from years of experience, trust officers from our Wealth Management Group presented 10 non-tax reasons why individuals should have an estate plan that is updated regularly.

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