Schedule of Events

New Hampshire – Continuing Education Seminar



  • Friday May 4, 2018
  • Start Time: 8:00AM
  • End Time: 4:00PM
  • Portsmouth Harbor Events, 100 Deer Street, Portsmouth, NH
  • Presented by:'
    • Cameron Schilling, Esq, McLane Middleton, PA, Data Security: What You Need to Know About Your Company's Vulnerabilties
    • Kyle Kadish, Advantage Wealth Solutions, Introduction to 1031 Exchanges
    • Speaker to be announced, 2018 Tax Law Changes
    • Coventry Edwards-Pitt, Aging Healthy, Wealthy & Wise
    • Rick Roche, CAIA, Little Harbor Advisors
    • Dan Canudura, Candura Group, Optional Interative Ethics Workshop

Join us in Portsmouth, NH on Friday, May 4 for our next continuing education program.  Also, make plans to join us on Thursday evening, May 3 for networking during our Member-Sponsor Meet & Greet and enjoy the breathtaking views at Martingale Wharf, just steps away from our Friday morning meeting location.

UPDATE! Our Portsmouth program is now approved for a total of 7 CEUs by the CFP Board (5.0 CEus for the regular program and 2.0 CEUs for the Ethics program)

Click here to review the program line up and to register via paper form.

Click here to register ONLINE!