The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
Latest Past Events
2025/26 Investment Outlook
Boston Conference Center 64 Pleasant St., WenhamJoin Investment Guru John Dorfman, Chairman of the Dorfman Value Fund in discussing his investment outlook for 2018 - CEU .2
ZZ Medicaid Planning Update
Courtyard Marriott Andover 10 Campanelli Drive, AndoverMassHealth 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
Your 10 Keys To Success
Boston Conference Center 64 Pleasant St., WenhamRick 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.
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.
