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Financial Planning Update

Name: Financial Planning Update
Start: 2019-05-29T13:00:00+00:00
End: 2019-05-29T17:00:00+00:00
Location: Hampton Inn Natick

May 29 @ 1:00 pm - 5:00 pm

$245

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

2019 Fall Reservation Form

+ Google Calendar + iCal Export

Details

Date:: May 29
Time:: 1:00 pm - 5:00 pm
Cost:: $245
Event Category:: Tax-Financial

Speakers

: John Laurito, CFP, ChFC, CRPC
: John Adams, MBA

Venue

Hampton Inn Natick; 319 Speen St.
Natick, MA 01760 United States + Google Map
Phone:: 508-653-5000
Website:: http://hamptoninn3.hilton.com/en/hotels/massachusetts/hampton-inn-boston-natick-BOSNTHX/index.html

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.