Category Archives: Events

It’s Rosh Hashanah – Happy New Year!

L’shannah Tovah! We hope your year is filled with joy!

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Dental Practice event: June 15

Join us for “Breakthrough Marketing and Technology Secrets” Presented by Fortune Management of Boston featuring guest speakers, including Andrew Schwartz, CPA Learn how to take your practice to the next level. This fast-paced, four-hour workshop details the expert advice on … Continue reading

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Women and Wealth Event: June 7

Join Us for a seminar dedicated to: Financial Planning For Female Healthcare Professionals Featuring Guest Speaker Andrew Schwartz, CPA Presented by The Boston Group at Morgan Stanley Smith Barney Many women spend so much time caring for others that they … Continue reading

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Don’t miss it – Jan. 19 event

Are you in the Boston area on Thursday Jan. 19? If so, you won’t want to miss our 14th annual Tax and Financial Planning Seminar at the Brookline Holiday Inn. Highlights this year include: – Game Plan for College: Admissions, … Continue reading

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