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Every year Medicaid planning and the ability to obtain MassHealth benefits become more difficult. Come to this survival seminar to learn what you need to know, and what type of planning techniques MassHealth is challenging and what arguments they are making, along with viable planning techniques and much more. CEU .4Find out more »
Intermediate to Advanced Estate Planning - CEU .6Find out more »
Join Investment Guru John Dorfman, Chairman of the Dorfman Value Fund in discussing his investment outlook for 2019 - CEU .2Find out more »
Join us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4Find out more »
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.