I wanted to remind friends in the Boston area that the day-long CFP Education Extravaganza is coming up next week, October 21, at the Marriott Courtyard in Norwood, MA.

If you've ever been to one of my classes before, you know I like to keep things upbeat and moving, and the Extravaganza is no different.  Some of the topics we will be covering are Practice Management, Income Tax, Gifting, Estate and Wealth Transfer Strategies, Medicare Planning, Wealth Management, and Goal-based Financial Planning.  

For your time you will earn:

  • 10 CFP® CE credit hours
  • 2 CFP® Ethics CE Credits
  • 10 Insurance CE credit hours (for CT, MA, VT, NH, RI insurance licensees)

Of course, refreshments, snacks and lunch will be provided.  Details and Registration can be found on my website.

I have gotten a lot of requests to hold a class in the New England area, and this will be our first Extravaganza there, so I am excited to finally get it off the ground.  I look forward to seeing some familiar faces as well as meeting some new colleagues.  Please register soon so we can get an accurate count and, as always, I appreciate if you let your friends know about it, as well.

Thanks and hope to see you next week,