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Our one-day conference Financial Planning for Public Company Executives & Directors 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 will 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, will be available
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.