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PAST EVENTS IN THE LAST 3 MONTHS
November 19: Webinar: Commercial Real Estate
Join us with Platinum Partner- Tom Lester of Hines to give us the latest updates on the commercial real....
November 19 2020
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November 18: Annual Meeting/Town Hall
Town Hall and 2021 Board Elections 2021 Board of Director's Nominees The nominating committee of the....
November 18 2020
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October 28: Wicked Cool Talks: Virtual
Wicked Cool Talks Agenda 8:45 am Welcome    9:00 am to 10:15Shannon Saccocia- CIO....
October 28 2020
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October 21: Taxes, Policy And Investment Strategy Under Possible Administrations (Trump Or Biden).
October 21, 2020 Webinar. 1 CFP CE pending approval. With the enormous stimulus packages rolled out last....
October 21 2020
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October 8: Cape Cod Practice Group - Pros & Cons Internal Vs External Succession Planning
Presented by: Michaela G. Herlihy, CFP™ Beacon Financial Planning of Cape Cod, Inc. and James....
October 8 2020
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October 7: Value Reversion: T. Rowe Price
Caleb Fritz from T. Rowe Price will present: Value Reversion. Will it happen? The environment is....
October 7 2020
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September 23: Boston Practice Group: Risk Management Tips And Techniques For The Private Client: A Discussion To Help Guide Your Client Conversations
Risk Management Tips and Techniques for the Private Client: A discussion to help guide your client....
September 23 2020
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