News: Financial Digest

Betsy Magnuson 2009

Name: Betsy Magnuson Title: President Company: Herbert H. Landy Insurance Agency, Inc. Location: 75 Second Ave., Suite 410, Needham, MA 02494 Place of Birth and Year: Boston, Mass. - 1957 Family: Husband Ken, daughters Michaele and Joanna College: Syracuse University - BS in Rehabilitation Counseling First job outside of finance: Counseled inner-city youths First job in finance or allied field: Processed policies for Landy Insurance What do you do now and what are you planning for the future? Manage the agency, plan for the future, make critical decisions Hobbies: Time with family, gardening, children's sports, time on the Cape Favorite Movie: Life is a House Key to success: Don't make snap decisions, think things through. Learn from your mistakes, be inquisitive. If you were forced to choose another vocation what would it be? Artistic design.
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.