The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
View Our Calendar of Events!
Executive Financial Planning Update
June 26 @ 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 below2023 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.