Calendar of Events 

 "Protecting Your Loved Ones: Plans that Work and Plans that Don't"
Join us for a brief workshop on why most wills and trusts fail, what you can do to avoid the most common mistakes, and how to get in control so you can ensure that you and the ones you love are protected when it matters the most, even from the escalating cost of nursing homes or government seizure from your heirs. Please feel free to invite your family members, friends, trusted advisors or others you think would benefit from this seminar. Held monthly.

Lunch 'n Learn
An interdisciplinary educational seminar for professional advisors. Held monthly.

For specific dates and times, contact our office by e-mail or calling (781) 246-3030.

 Please check back later for more information on upcoming events