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Our conference Financial Planning for Public Company Executives & Directors in 2018was a huge success. Read about the event and stay tuned for details about the 2019 conference.
Our annual conference is a must-attend event for professionals working with or seeking to advise executives, directors, and high-net-worth employees who have stock compensation and holdings of company stock.
Leading industry experts discuss:
- Trends of importance to advisors
- Tax, estate, and SEC-related planning challenges
- Methods for attracting and advising high-net-worth clients
- Case studies and other examples of successful planning strategies
- And much more
Continuing education offerings, including CFP® CE credits, are available
Register now! Space is limited
All times are Eastern Time (unless otherwise specified)
Conference Center at Waltham Woods
860 Winter St Waltham, MA
The Conference Center at Waltham Woods is a full-service Conference Center located within the award-winning headquarters of the Massachusetts Medical Society. It is centrally located in the technology corridor just 20 miles from the heart of Boston, Massachusetts.