Pre-Conference Workshops

Thursday May 11th, 2017
1:45 pm – 3:00 pm

Session 1:
A Retirement Workshop for the Practice Managers

Dave MacDonald
Financial Advisor and Registered Investment Advisor
Baystate Financial

As a Baystate representative, David MacDonald’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom.  He is trained and licensed to provide financial solutions to his clients and prospects.  His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives.  At Baystate Financial, David is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.  David holds a bachelor’s degree in engineering from the United States Naval Academy and a master’s degree in financial management from the Naval Postgraduate School.  In addition, he received a certificate in financial planning from Bryant University.

Thursday May 11th, 2017
3:15 pm – 4:15 pm

Session 2:
Improving Profitability Through Commercial Real Estate

Stefan Zelich
Agent
Carr Healthcare Realty

Stefan is a real estate agent for Carr Healthcare Realty, the nation’s only commercial real estate firm that solely represents tenants and buyers in the healthcare space. Stefan helps his clients improve profitability and preserve capital by negotiating the best possible terms on their new lease and purchase transactions. He can also help improve monthly cash flow by negotiating better terms on his clients lease renewals. He is a transplant from the great state of Ohio, was recently married last summer, and currently lives in Medford with his wife Ana.