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Workshops & Summits

We offer a variety of workshops and summits throughout the year. For further information about an event, please reach out to Jessica Fahey. If you would like to download a PDF version of our 2018 Event Calendar, click here.


2018 SUMMITS

Business Planning Summit

Wednesday, March 28th | Content 1:00-4:30
Drinks & Hors D'Ouevres 4:30-6:30

Empire Boston | 1 Marina Park Drive
Boston, MA 02110

Reserve Your Spot Now!

Efficiency Planning Summit

Tuesday, May 15th | Content 9:00-12:00
Lunch 12:00 | Golf * (9 Holes) 1:30

Pine Brook Country Club | 42 Newton St
Weston, MA 02493

Reserve Your Spot Now!

*Limited to 24 spots.

UPCOMING WORKSHOPS

*All workshops are followed by drinks & hors d'ouevres.*

Wednesday, February 28th | 3pm-5pm

Competitive Advantages in Executive Benefits
101 Federal Street, Suite 800
Boston, MA 02110

RSVP


Thursday, April 12th | 3pm-5pm

Strategies for Addressing Long Term Care Needs
43 Constitution Drive, Suite 201
Bedford, NH 03110

RSVP


Thursday, June 14th | 3pm-5pm

How to Build a Profitable Strategic Alliance
101 Federal Street, Suite 800
Boston, MA 02110

RSVP


Tuesday, September 18th | 3pm-5pm

Year End Tax Planning
101 Federal Street, Suite 800
Boston, MA 02110

RSVP


Thursday, November 15th | 3pm-5pm

Worksite Benefits
43 Constitution Drive, Suite 201
Bedford, NH 03110

RSVP


Thursday, December 6th | Time TBD

Broker Appreciation Event
Location TBD

RSVP

 

PAST EVENT TOPICS

  • Successful Advanced Estate Planning Techniques
  • Art and Science of Business Planning
  • Executive Benefit Planning with Life Insurance
  • Business Succession Planning for the Family Business
  • Life Insurance: Introduction to Permanent Products
  • Executive Benefit Planning with Life Insurance
  • Business Succession Planning for the Family Business
  • Building Efficiency Using Life Insurance in the 3 Phases of Wealth
  • Attracting and Retaining Key Employees
  • Psychology of a Business Owner

Interested in further information? Let's chat.

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