(The Key to Understanding) * Definitions/Types of Trusts;Case Study, etc. - CEU .4Find out more »
Intermediate to Advanced Estate Planning - CEU .6Find out more »
Every year Medicaid planning and the ability to obtain MassHealth benefits become more difficult. The Status and regulations seem clear but case workers continue to identify flaws in Medicaid plans and they are looking for ways to deny benefits. Come to this survival seminar to learn what you need to know, and what type of planning techniques MassHealth is challenging and what arguments they are making, along with viable planning techniques and much more. How to draft an effective Irrevocable…Find out more »
Rick Solano, the Author of "The Power of a Millionaire Mentality®" shares with you his 10 Keys to Success: Attitude; Love; Health; Pain; Thinking Rich; Desire & Commitment; Persistence; Money; Knowledge; Timing. Rick's goal in life is to help others reach for the greater rewards that are beyond the material wealth. CEU .4 To register call 978-468-6528 or download and fax registration form belowFind out more »
Join Luke in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4Find out more »
All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.