Massachusetts Forum Annual Symposium
Thursday, September 22, 2022 - Friday, September 23, 2022
Needham, MA
AT A GLANCE
Massachusetts Forum Annual Symposium
Thursday, September 22, 2022, 9:00 AM to Friday, September 23, 2022, 5:00 PM
Thursday, September 22, 2022, 9:00 AM to Friday, September 23, 2022, 5:00 PM
At the Sheraton Boston Needham Hotel in Needham, MA
Day one will focus on irrevocable trusts that treat the beneficiary as grantor for income tax purposes, how to incorporate language into irrevocable trusts to achieve optimal tax results, Medicaid Trusts, and Asset Protection Planning. Day two will focus on practice management including the client journey, referral relationships, maintenance plans, and more. Click here to view the full agenda.
TUITION
MassForum Members: $150
WealthCounsel Members: $200
WealthCounsel Members: $200
Non-WealthCounsel Members: $250
*Prices increased by $50 after September 8, 2022. Space is Limited.
LOCATION
Sheraton Boston Needham Hotel
100 Cabot St
Needham, MA 02494
United States
100 Cabot St
Needham, MA 02494
United States
Click here to view room rates and make a reservation.