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.