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The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Tax-Financial
2024/25 Investment Outlook
Boston Conference Center 64 Pleasant St., Wenham, MA, United StatesJoin Investment Guru John Dorfman, Chairman of the Dorfman Value Fund in discussing his investment outlook for 2018 - CEU .2
$295
Employee Benefits & Pension Update
Boston Conference Center 64 Pleasant St., Wenham, MA, United StatesIncluding RMD and Plan Termination - CEU .4
$295
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.
$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.
