Register now for Wicked Cool Talks on November 13th and save 25%! Come hear Julie LIttlechild speak, author of The Pursuit of Absolute Engagement, along with Anna Byrne, JD, Gina Arons, PsyD, and Patricia C. D’Agostino, Esq. Topics will range from Client Engagement, Estate Planning, Long-Term Care, helping recently Widowed clients, and more. Register now and save 25% OFF until September 30th!

Schedule of Events:

8:00 to 8:50- Moneyguide Pro; new software demonstration

8:00 to 9:15- Registration/Breakfast

9:00 to 9:15- Welcome 2019 Board of Directors Vote

9:15 to 10:55- Julie Littlechild; How Client Engagement Is Being Disrupted

11:10 to 12:25 Gina Arons, PsyD.; Making sense of dollars and cents: What to do when you get stuck

1:30 to 2:20- Tricia D’Agostino, JD; Essential Estate Planning Documents and Long Term Care

2:20 to 3:10- Anne Byrne, Esq.; A Widow’s Guide: Your Legal and Financial Guide to Surviving the First Year

3:20 to 4:35- Laura K. Barooshian, CPA, MST, AEP, CAP; New Tax Law Updates: What You Need to Know


Event will be held at John Hancock Financial Services in the Seaport at 601 Congress St. (D Street)

Boston, MA 02210



Event Registration