Join us for a free day of CE powered by our Platinum Partners: Blue Cross Blue Shield, Hines, Longbridge Financial, Mortgage Network, Nationwide and T. Rowe Price. We will also have a pro bono military training if you are interested in joining the military pro bono team.


  • Traditional VA vs Investment Only VA
  • Planning for Medicare: Countdown to 65
  • Military Pro Bono Volunteer Training 
  • Pillars of International Investing
  • Hidden Wealth- Unlocking Home Equity for Retirement Planning
  • Evolution of Advisor Alpha

Up tp 7 CFP CE’s: Location: Westford Regency: 219 Littleton Rd, Westford, MA 01886

8-9 Registration and Breakfast: Day will conclude at approx 5 pm

Event Registration