Schedule of Events

MA Sponsor Program



  • Wednesday Sep 25, 2019
  • Start Time: 6:00PM
  • End Time: 12:00AM
  • Redstone American Grille, 20 3rd Avenue, Burlington, MA 0180

Learn about year-end tax planning tips under the Tax Cuts and Jobs Act (TCJA) and cottage trusts, giving you a competitive advantage in a crowded marketplace! 2 CFP CE’s provided.

September 25, 2019 Presentation starts at 6 PM

Redstone American Grille | 20 3rd Avenue | Burlington, MA 01803

or join us

September 26, 2019 Presentation starts at 6 PM

Bedford Village Inn | 2 Olde Bedford Way | Bedford, NH 03110

Enjoy the dinner, cocktails, and networking opportunity that will be provided.

Featured Speakers: Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP®

Seating is limited. Reserve your seat today. 781-538-5925 Ext. 2 or email [email protected]