The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
2024 Trust Basics
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesExplore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
Estate Planning Essentials: Fed & Mass Issues (706 & M706)
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesJoin us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4
Executive Financial Planning Update
Boston Conference Center 64 Pleasant St., Wenham, MA, United StatesA review of the essential areas of Financial Planning: Insurance Planning, Tax Planning, Planning for Retirement, Investment Planning, Estate Planning including a detail discussion of crypto currencies such as Bitcoin, Etherium, LiteCoin, etc and whether or not they should be part of you and your client' financial plan.
Ethics: Designed for Mandatory Compliance
Boston Conference Center 64 Pleasant St., Wenham, MA, United States(Mandatory Compliance) -Supplemental Materials: An Ethics Quiz, and MA Board of Public Accountancy Website: (Code of Ethics and Rules of Professional Conduct)
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.
