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The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Certificate
2024 Trust Basics
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesExplore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
$295
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
$295
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.
