The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
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Your 10 Keys To Success
Boston Conference Center 64 Pleasant St., Wenham, MARick 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 Reviewed
Marriot Residence Inn: Natick 1 Superior Drive, NatickMassHealth 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 Basics
Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MAExplore 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, MAJoin us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4
Estate Planning – Intermediate/Advanced
Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MAIntermediate 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.
