Workshops & Summits Workshops & Summits Press Coverage 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-5pmSuccessful Business Owner Transition Planning Strategies 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!