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Workshops

Upcoming Events Professionals

Upcoming Events CUrrent clients

The New Hampshire Edge

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The New Hampshire Uniform Trust Code and New Hampshire law offers clients some unique advantages. These include an unlimited rule against perpetuities, directed trustee provisions, and no state income tax.…

My Family, My Wealth

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In this 2-hour course, we will discuss a unique process for ensuring that families have the means to understand the role of wealth in the family, how the family’s wealth…

Life After Death

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This webinar is designed to help attendees offer last minute and post-mortem estate and income tax savings to clients. Understanding post-mortem issues ultimately makes us better planners as well.  …

Business Succession Planning

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America creates its wealth in small businesses. In this course, we will examine strategies for protecting and transferring businesses and the wealth they represent to the next generation. We will…