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
Employee Benefits & Pension Update
Boston Conference Center 64 Pleasant St., Wenham, MA, United StatesIncluding RMD and Plan Termination - 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.