Events

Clients/
New Friends

Professionals
 

Community Involvement

Events for Clients and New Friends

Event Thumbnail

Safety-First Retirement Planning

Date: 10/17/2019, 6:30-8:00pm

Location: 201 Jones Rd, 6th Fl, Waltham, MA 02451

You're invited to attend an exclusive FREE educational presentation. During this presentation you'll hear from Wade Pfau, PhD, CFA, RICP, Professor of Retirement Income at The American College as he discusses how to efficiently maximize your retirement income by leveraging strategies including life insurance based on proven, award-winning retirement research.

Register

Event Thumbnail

[Dallas] Under the International Change and Worldwide Competition, Expert Helps You to Evalutate Your Family Financial Future

Date: 9/26/2019, 4:00-6:00pm

Location: The Nautilus Group, 15305 Dallas Parkway, Suite 1050, Addison, TX 75001

Why do successful transnational entrepreneurs establish family trusts and companies in the United State? Under the unpredictable Sino-US competition situation, how do transnational residents protect their assets?Do you really understand your policy? The key features of various permanent insurance products. The real case analysis of life insurance, buying "insurance" versus buying "risk"?

Expired

Event Thumbnail

How to Maximize Social Security Benefits & Minimize Medicare Premiums

Date: 9/12/2019, 6:30-8:00pm

Location: 201 Jones Rd, 6th Fl, Waltham, MA 02451

You are invited to attend this special retirement planning workshop with expert guest presenter, Mary Beth Franklin. During this workshop, Mary Beth will share proven Social Security strategies and insight to incorporate in your retirement planning. This is a unique opportunity for you to learn strategies to leverage Social Security and make the most of your retirement years!

Expired

Event Thumbnail

[Waltham] Under the International Change and Worldwide Competition, Expert Helps You to Evalutate Your Family Financial Future

Date: 9/19/2019, 6:30-8:30pm

Location: 201 Jones Rd, 6th Fl, Waltham, MA 02451

Why do successful transnational entrepreneurs establish family trusts and companies in the United State? Under the unpredictable Sino-US competition situation, how do transnational residents protect their assets?Do you really understand your policy? The key features of various permanent insurance products. The real case analysis of life insurance, buying "insurance" versus buying "risk"?

Expired

Event Thumbnail

Real Estate Investment and Asset Allocation & Protection Strategy

Date: 5/23/2019, 6:30pm

Location: 201 Jones Rd, 6th Fl, Waltham, MA 02451

You are invited to attend this exciting educational seminar, including asset allocation and protection strategy, and real estate investment.

Expired

Event Thumbnail

2019 Asset Protection and Accumulation under US 2017 Tax Act Reforms

Date: 2/21/2019, 1:00pm

Location: 6 Meriam St, Lexington, MA 02420

Whether you are an new immigrant or old immigrant, have you realized the challenges that you are encountering in terms of foreign cash flows and foreign assets reporting, family trusts, US tax issues?

Expired

Event Thumbnail

Long Term Care Solutions and Planning

Date: 1/30/2019, 6:30pm

Location: 201 Jones Rd, 5th Fl, Waltham, MA 02451

A financial strategy that includes a plan for extended care may help you realize your goals while helping minimize the impact a need for care may have on you and your loved ones. Come learn about ways you can prepare for the future with long-term care funding options offered by New York Life.

Expired

Event Thumbnail

Six Key Areas of Capital Protection and Accumulation

Date: 10/17/2018, 6:30–8:00pm

Location: 201 Jones Rd, 5th Fl, Waltham, MA 02451

You are invited to attend this exciting educational seminar, including the tax diversify strategy, permanent life insurance and trust.

Expired

Events for Professionals

Event Thumbnail

Optimizing Your Pension Plan Benefits

Date: 8/7/2019, 6:30-7:30pm EST

Want to learn more about your retirement options and ways to maximize your pension benefit? Join us for an international session and learn how to reward yourself in retirement.

Expired

Event Thumbnail

Advisor Webinar Series: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)

Date: 1/16/2019, 3:00-4:00pm EST

Mr.Keebler is a partner with Keebler & Associates, LLP, in Green Bay, WI, and a nationally recognized speaker on tax laws and regulations and how they can impact estate and business planning, helping professional advisors better serve their clients.

Expired

Event Thumbnail

Advisor Webinar Series: Bryan K. Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®

Date: 11/14/2018, 3:00-4:00pm EST

Bryan is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance and risk management, emergency assistance funds, and life insurance appraisals and audits. He also founded a national fund that allows employers to create emergency assistance and disaster relief funds for their employees.

Expired

Event Thumbnail

Advisor Webinar Series: James M. Duggan, MBA, JD

Date: 7/18/2018, 3:00-4:00pm EST

Jim is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm where he concentrates on business and corporate law and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families.
 
 

Expired

Event Thumbnail

Advisor Webinar Series: Steven J. Oshins, Esq., AEP® (Distinguished)

Date: 4/18/2018, 3:00-4:00pm EST

A member of the Law Offices of Oshins & Associates, LLC, in Las Vegas, NV, Steve has been instrumental in shaping many of Nevada’s estate planning and asset protection laws, including the law that allows a 365?year Dynasty Trust and the law that made Nevada the state with the largest valuation discounts.

Expired

Event Thumbnail

Advisor Webinar Series: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)

Date: 1/17/2018, 3:00-4:00pm EST

Robert is a partner with Keebler & Associates, LLP, in Green Bay, WI, and a nationally recognized speaker on tax laws and regulations and how they can impact estate and business planning, helping professional advisors better serve their clients.

Expired

Community Events

Event Thumbnail

Chinese New Year Celebration

Host: Boston Beijing Friends Association

Date: 1/19/2019

Location: Lexington Christian Academy, 48 Bartlett Ave, Lexington, MA 02420

Thank you for your support of Boston Beijing Friends Association (BBFA) in the previous years! Let’s bring a close to 2018, and welcome the year of 2019.

Expired

 

Event Registration




Calculators