October 2018
Medicare Planning Update -2018
Every year Medicaid planning and the ability to obtain MassHealth benefits become more difficult. Come to this survival seminar to learn what you need to know, and what type of planning techniques MassHealth is challenging and what arguments they are making, along with viable planning techniques and much more. CEU .4
Find out more »Financial Planning Update: Bitcoin, Etherium, LiteCoin, et al.
A 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.
Find out more »Trust Basics
Explore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
Find out more »Your 10 Keys To Success
Rick Solano, the Author of "The Power of a Millionaire Mentality®" shares with you his 10 Keys to Success: Attitude; Love; Health; Pain; Thinking Rich; Desire & Commitment; Persistence; Money; Knowledge; Timing. Rick's goal in life is to help others reach for the greater rewards that are beyond the material wealth. CEU .4 To register call 978-468-6528 or download and fax registration form below
Find out more »November 2018
Estate Planning – Intermediate/Advanced
Intermediate to Advanced Estate Planning - CEU .6
Find out more »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.
