The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
2024 Medicaid Planning Update
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesMassHealth rules or more specifically the application of these rules are constantly evolving. Between the Supreme Judicial Court decision in the Fournier case and the settlement agreement in the Hirvi case, coupled with required meetings with MassHealth to discuss procedural rules and application of cases and fair hearings to the MassHealth regulations, there appears to be a trend in the right direction. CEU .4
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
2024 Trust Basics
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesExplore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
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
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.
