September 2019
2019 Medicaid Planning Update
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 »October 2019
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.
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.
Find out more »Trust Basics
Explore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
Find out more »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.
