The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
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2024/25 Investment Outlook
November 15 @ 9:00 am – 1:00 pm
Join Investment Guru John Dorfman, Chairman of the Dorfman Value Fund in discussing his investment outlook for 2024/25 and his unique method of selecting stocks for investment.
CEU .2
To register call 978-468-6528 or download and fax registration form below
2024 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.