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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.


UPCOMING WORKSHOPS

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

Wednesday, June 27th | 3pm-5pm

Successful Business Owner Transition Planning Strategies
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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