Date(s) - 07/28/2016
3:00 pm - 4:30 pm
TradeCenter Executive Suites Conference Room, Suite 5900, 400 TradeCenter, Woburn, MA 01801
A Collaborative Discussion
This month’s Advisors Insights is led by Attorney Paul Bernstein, the area’s only board-certified Estate Planning Law Specialist. At this workshop attendees will discuss what works and doesn’t work when incorporating estate planning in their financial services practice.
Bookings are closed for this event.