PLEASE NOTE: Most of our live programs have been paused due to COVID19. Events show below are available. You may schedule “Strategies to Survive and Prosper” program by appointment. Call (978) 468-6528.
- This event has passed.
Financial Planning Update
June 23 @ 9:00 am – 1:00 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.
To register call 978-468-6528 or download and fax registration form below2022 Reservation Form
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.