The Programs Below are available by Appointment
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Your 10 Keys To SuccessBoston Conference Center 64 Pleasant St., Wenham, MA
Rick Solano, the Author of "The Power of a Millionaire Mentality®" shares with you his 10 Keys to Success: Attitude; Love; Health; Pain; Thinking Rich; Desire & Commitment; Persistence; Money; Knowledge; Timing.
2023 Medicaid Planning – What’s New and What Needs to be ReviewedMarriot Residence Inn: Natick 1 Superior Drive, Natick
MassHealth 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
2023 Trust BasicsMarriott Courtyard: Natick 342 Speen Street Natick, Natick, MA
Explore the Definitions and Types of Trusts;Case Study, etc. - CEU .4
Estate Planning Essentials: Fed & Mass Issues (706 & M706)Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MA
Join us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4
Estate Planning – Intermediate/AdvancedMarriott Courtyard: Natick 342 Speen Street Natick, Natick, MA
Intermediate to Advanced Estate Planning - CEU .6
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.