The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
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- There are no upcoming events.
Millionaire Mentality®
Latest Past Events
Ethics: Designed for Mandatory Compliance
Boston Conference Center 64 Pleasant St., Wenham(Mandatory Compliance) -Supplemental Materials: An Ethics Quiz, and MA Board of Public Accountancy Website: (Code of Ethics and Rules of Professional Conduct)
Executive Financial Planning Update
Boston Conference Center 64 Pleasant St., WenhamA 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.
Estate Planning Essentials: Fed & Mass Issues (706 & M706)
Marriot Residence Inn: Natick 1 Superior Drive, NatickJoin us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4
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.
