ADVISORS INSIGHTS

Schedule of Topics through May 2017

 (All Workshops Are From 3:00 PM – 4:30 PM, unless otherwise noted)

 Date                Location                                  Topic

January 31       Woburn                       Demystifying Trusts for Non-Lawyers – Part One

February 16      Beverly                        Special Needs Trusts

March 23         Woburn                       Special Needs Planning

April 26             Beverly                        Demystifying Trusts for Non-Lawyers – Part One

May 18             Woburn                       The Financial Component of Elder Care – Special guest presenter: Quentara Costa, CFP

ADVISOR INSIGHTS – EDUCATIONAL WORKSHOPS
Advisor Insights is a no cost program designed to teach professionals the latest in wealth strategies, planning, implementation and design.
 
FORGING OPPORTUNITIES AND RELATIONSHIPS
As these small, informal, and diverse groups come together each week, the individuals not only learn from one another but also build collegial relationships and create collaborative opportunities. BLG is happy to facilitate introductions or business opportunity meetings.

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