The Programs Below are available by Appointment

Call (978) 468-6528 or click links below.

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Executive Financial Planning Update

Name: Executive Financial Planning Update
Start: 2025-06-25T13:00:00+00:00
End: 2025-06-25T17:00:00+00:00
Location: Boston Conference Center

June 25 @ 1:00 pm – 5:00 pm

Financial Planning Update:

A review of the Financial Planning Process including the areas of Insurance Planning, Tax Planning, Planning for Retirement, Investment Planning, and Estate Planning. Numerous Handouts are also provided.

CEU .4

To register call 978-468-6528 or download and fax registration form below

2025 Reservation Form

Details

Date:: June 25
Time:: 1:00 pm – 5:00 pm
Cost:: $295
Event Category:: Tax-Financial

Organizer

: David Carleton, CPA

Boston Conference Center

64 Pleasant St.
Wenham, MA 01984 United States + Google Map

978-468-6528
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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.