Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

Navigating the 2026 Tax-Rate Shift

Apr 14, 2026 12:00 PM Eastern Daylight Time - Apr 14, 2026 01:00 PM Eastern Daylight Time
Location To Be Determined

Join our webinar to navigate permanent rates, soaring standard deductions and new rules for charitable gifts.

RSVP

Smart financial moves for your relocation

Mar 04, 2026 12:00 PM Eastern Standard Time - Mar 04, 2026 01:00 PM Eastern Standard Time
Location To Be Determined

Planning a move from Massachusetts to tax-conscious state such as Florida? This relocation is a pivotal financial event. Join our panel of experts featuring financial advisors and estate planning attorneys licensed in Massachusetts and your destination state. They will provide a clear roadmap for professionals, individuals and families to navigate this transition wisely.

Living Longer, Healthier Lives - Dive into Social Security

Jan 28, 2026 12:00 PM Eastern Standard Time - Jan 28, 2026 01:00 PM Eastern Standard Time
Webex Boston, MA

Join us for an education event designed to clarify key aspects of your retirement planning journey. We will breakdown the following critical topics to help you navigate Social Security with confidence:

  • Foundation for building your future
  • what to expect at full retirement age
  • Your benefits can be taxable
  • How to apply for retirement benefits

Whether retirement is years away or just around the corner, this session will help empower you with actionable knowledge to make informed decisions.