Join us for this free, members only event at UMass Club in Boston. There will be up to 7 CFP Ce’s applied for!
This event is powered by: Aberdeen, Babson Capital, Blue Cross Blue Shield, Care.com/Homepay, Cole Capital, Jefferson National, SEI
Cutting Edge Sessions on:
Property Underwriting: Executing a Disciplined and Repeatable Process
Medicare Planning
Fixed Income Markets
Thinking Big with Smaller Companies
Trusts & Annuities
Taxes, Trusts, and Duct Tape
Aging in Place-Support Today’s Eldercare Needs