Company News

As a global wealth management firm based in Massachusetts, Cabot Money Management strives to provide quality resources and events throughout the year. Read more about our most recent news or contact us with your questions.

Seminar: Transition Planning for Business Owners

- Retirement Planning: Maximizing options for business
- Exit Planning: Transition plans and cost/benefit analysis
- Investment Strategies: Planning for your future

Featuring Guest Speaker:
Greg Stevens, CFP, CRPS

Hawthorne Hotel
18 Washington Square W.
Salem, MA 01970

Wednesday, April 17, 2013
6:30pm Registration and Networking Reception
7:00pm Presentations / Q & A

Registration Required. Seating is Limited. RSVP by Monday, April 15, 2013
to Greg Stevens, Cabot Money Management at 978-619-6313 or greg@eCabot.com

Seminar: Financial Empowerment Series For Women

The Healthcare Cost Crisis
How recent legislative changes will impact your financial future.

Featuring Guest Speakers:
Dan McGrath, Zenith Marketing Group, Inc.
Kathleen Mealey, CFP®, RMA(SM), EA

Tedesco Country Club
154 Tedesco Street
Marblehead, MA 01945

Wednesday, April 3, 2012
6:30pm - 7:00pm Registration and Networking Reception
7:00pm - 8:00pm Presentations / Q & A

Registration Required. Seating is Limited. RSVP by Monday, April 1, 2013
to Kathleen Mealey, Cabot Money Management at 978-619-6324 or kathleenm@eCabot.com

IMPORTANT TAX NOTICE - JANUARY 2013

Effective January 1, 2013, the Canada Revenue Agency (CRA) will begin withholding the full 25% tax
on Canadian-sourced income unless a non-resident tax form is on file for each client that is eligible for
a reduced rate. Read more...

Forms:

- NR301 Declaration of Eligibility for Benefits under a Tax Treaty for a Non-resident Taxpayer
- NR302 Declaration of Eligibility for Benefits under a Tax Treaty for a Non-resident Partnership
- NR303 Declaration of Eligibility for Benefits under a Tax Treaty for a Non-resident Hybrid Entity

Seminar: Financial Empowerment Series For Women

Protecting Yourself and Your Assets Through Estate Planning
Attorney Jessica Wistran

Basics and Not So Basics of Financial Planning
Kathleen Mealey, CFP

Tedesco Country Club
154 Tedesco Street
Marblehead, MA 01945

Wednesday, December 5, 2012
6:30pm - 7:00pm Registration and Networking Reception
7:00pm - 8:00pm Presentations / Q & A

Registration Required. Seating is Limited. RSVP by Monday, December 3, 2012
to Kathleen Mealey, Cabot Money Management at 978-619-6324 or kathleenm@eCabot.com

Cabot's 23^rd Annual Investment Conference & Luncheon

Will Economic Growth Return in 2013?
Cabot's Top Three Investment Themes

Hawthorne Hotel
Salem, MA

Presentations now available!

8:30am                 Registration and Breakfast
9:00am                 Welcome, Year in Review
10:00 - 10:45 am   Track I: Opportunities In Challenging Markets
                            Track II: Managing Your Wealth in an Unstable Environment
10:45 - 11:00 am    Coffee Break
11:00 - 11:45 am    Track I: Market Brew with Cabot’s PM Team
                            Track II: Bonds - Trouble with the Bubble?
12:00 - 2:00 pm     Luncheon
                            Keynote: Will Economic Growth Return in 2013?
2:00 pm                Adjournment

WEBINAR: Retirement Plan Secrets for Small Business Owners
Greg Stevens, Senior Financial Counselor

There's more to retirement than a SEP, SIMPLE IRA, ROTH, or IRA. Instituting a retirement plan can be a great way to save money for your own retirement, offer a benefit to your employees and give your business a way to save on taxes. Explore options available to a small business owner and learn the pros and cons of each, including the Solo 401k and the Defined Benefit Plan, both of which have much higher contribution limits.

Wednesday, May 30, 2012
3:00pm - 4:00pm

SEMINAR: Retirement Plan Secrets for Small Business Owners
Greg Stevens, Senior Financial Counselor

There's more to retirement than a SEP, SIMPLE IRA, ROTH, or IRA. Instituting a retirement plan can be a great way to save money for your own retirement, offer a benefit to your employees and give your business a way to save on taxes. Explore options available to a small business owner and learn the pros and cons of each, including the Solo 401k and the Defined Benefit Plan, both of which have much higher contribution limits.

Tuesday, April 24, 2012
8:30am - 10:30am

Location:
The Enterprise Center at Salem State University
121 Loring Ave.
Salem, MA 01970

"What Trends Will Drive the Economy in 2012?"
Rob Lutts Speaking at North Shore Business Expo.
The North Shore Chamber of Commerce will hold its annual Business Expo on Tuesday, March 6th
at the CoCo Key Hotel on Ferncroft Road in Danvers, MA. The event begins with a breakfast at 7:45 a.m. featuring a presentation entitled, "What Trends Will Drive the Economy in 2012?" by Robert Lutts of Cabot Money Management and John Traynor of People's United Bank.
Read the story in the Salem Evening News.