The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Your 10 Keys To Success
Boston Conference Center 64 Pleasant St., Wenham, MA, United StatesRick 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.
Estate Planning – Intermediate/Advanced
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesIntermediate to Advanced Estate Planning - CEU .6
Income Taxation of Trusts & Estates
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United States"Including Preparing of Fiduciary Returns Issues" - Administration, Examples, Filled in 1041 Forms - 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.