The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Certificate
2024 Trust Basics
Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MA, United StatesExplore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
Estate Planning Essentials: Fed & Mass Issues (706 & M706)
Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MA, United StatesJoin us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4
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.