Clements named new chairman at Essex Savings Bank

Rowland Ballek, chairman of Essex Savings Bank and chairman of Essex Financial Services along with bank director Cemmy Ryland have retired from their positions at the bank's annual meeting held at the Old Lyme Country Club on July 21st. Both had reached the bank's mandatory retirement age as prescribed by its by-laws. Ballek will be succeeded by bank vice chairman Nick Clements.

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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 19^th 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

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.