News: Financial Digest

Dorothy Savarese 2012

Name: Dorothy Savarese Title: Chairman, Mass. Bankers Association Company: Cape Cod Five Savings Bank Location: 532 Main St., Harwichport, Mass. Place of birth and year: Ridgewood, NJ - 1957 Family: Divorced; son John College: Thomas More College - BA Psychology; MBA - Suffolk University First job outside of finance: Asst. Director - Little Miami, Inc. First job in finance or allied field: Downtown Revitalization Mgr. - City of Lovington, KY What do you do now and what are you planning for the future: Support the work of staff and members, oversee legislation; research; leadership work and help banks succeed and thrive, also focus on small business lending, education and develop industry leaders. Hobbies: Time with family, walk, read Favorite book: "A Team of Rivals" by Doris Kearns Goodwin Favorite movie: It's A Wonderful Life Person you most emulate (outside of family): Abraham Lincoln Key to success (one idea): Set goals, work hard If you were forced to choose another vocation what would it be: Mystery writer
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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.