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 SUMMITSBusiness Planning SummitWednesday, March 28th | Content 1:00-4:30Drinks & Hors D'Ouevres 4:30-6:30Empire Boston | 1 Marina Park DriveBoston, MA 02110Reserve Your Spot Now!Efficiency Planning SummitTuesday, May 15th | Content 9:00-12:00Lunch 12:00 | Golf * (9 Holes) 1:30Pine Brook Country Club | 42 Newton StWeston, MA 02493Reserve Your Spot Now!Practice Management SummitOctober 2018Time TBDLocation TBD(Boston Area)Reserve Your Spot Now!*Limited to 24 spots.UPCOMING WORKSHOPS*All workshops are followed by drinks & hors d'ouevres.*Wednesday, February 28th | 3pm-5pmCompetitive Advantages in Executive Benefits 101 Federal Street, Suite 800 Boston, MA 02110RSVPThursday, April 12th | 3pm-5pmStrategies for Addressing Long Term Care Needs 43 Constitution Drive, Suite 201 Bedford, NH 03110RSVPThursday, June 14th | 3pm-5pmHow to Build a Profitable Strategic Alliance 101 Federal Street, Suite 800 Boston, MA 02110RSVPTuesday, September 18th | 3pm-5pmYear End Tax Planning 101 Federal Street, Suite 800 Boston, MA 02110RSVPThursday, November 15th | 3pm-5pmWorksite Benefits 43 Constitution Drive, Suite 201 Bedford, NH 03110RSVPThursday, December 6th | Time TBDBroker Appreciation Event Location TBDRSVP PAST EVENT TOPICSSuccessful Advanced Estate Planning TechniquesArt and Science of Business PlanningExecutive Benefit Planning with Life InsuranceBusiness Succession Planning for the Family BusinessLife Insurance: Introduction to Permanent ProductsExecutive Benefit Planning with Life InsuranceBusiness Succession Planning for the Family BusinessBuilding Efficiency Using Life Insurance in the 3 Phases of WealthAttracting and Retaining Key EmployeesPsychology of a Business Owner Interested in further information? Let's chat. Name Email Phone Question Thank you! Oops!