News: Financial Digest

John Patrick 2012

Name: John Patrick Title: Chairman, Conn. Bankers Association (effective mid October) Company: Farmington Bank Location: 32 Main St., Farmington, Conn. 06032 Place of birth and year: Hartford, Conn. - 1958 Family: Wife, Pamela; children, Sarah, John, Emily College: Central Ct. State Univ. - BS in Business First job in finance or allied field: Lock box clerk - Ct. Bank & Trust What do you do now and what are you planning for the future: Continue to get the message out that banks are here to help; provide training & navigate through this economic environment. Also provide economic vitality to the banks we serve. Hobbies: Time with family, golf, ski Favorite book: "Rapid Realignment" by George Labovitz Person you most emulate (outside of family): Bill Ryan (CEO of Bank North Group) Key to success (one idea): Don't take yourself too seriously; have fun at what you do If you were forced to choose another vocation what would it be?: Charter boat captain
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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.