News: Financial Digest

Professional Profile: David Zamary, 2014

Name: David A. Zamary Title: First VP & Acting President, Connecticut Mortgage Bankers Assn. Company: First County Bank Location: 100 Prospect Street, Stamford, CT Place of Birth and Year: Bridgeport, CT – 1957 Family: wife; Debra, daughters; Taryn, Jenna College: Fairfield University – BA Economics; MBA in Finance – U of New Haven First Job in Finance or Allied Field: Mechanics & Farmers Bank – Mgmt. Trainee What do you do now and what are you planning for the future: As acting pres., promote the welfare of mortgage banking – tougher process – went from loosey goosey to real tight process. Also have a lot of educational seminars at CMBA Hobbies: Bike ride; speed walk; spend time outdoors Favorite Book: “Lord of the Flies” by William Golding Favorite Movie: “Scarface” Person you most emulate (outside of family): John F. Kennedy Key to success (one idea): Be honest, know the business; provide good follow up; be conscientious If you were forced to choose another vocation what would it be?: Psychologist or psychiatrist – work with people
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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.