The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Employee Benefits & Pension Update
June 25 @ 9:00 am – 1:00 pm
A review of employee benefit law and taxes with a discussion of old and new pension planning ideas and opportunities.
Update: Including Plan Termination & RMD
CEU .4
To register call 978-468-6528 or download and fax registration form below
2025 Reservation FormAll 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.
