Join us for this free, virtual, members only event.  There will be up to 7 CFP CE’s applied for!

This event is powered by: American Funds/Capital Group, Blue Cross Blue Shield, G&N Insurance, LongBridge, Markin Asset Management, Mortgage Network and PLAN RI & MA.

Day 1:

PLAN RI & MA – Strategies for Funding A Special Needs Trust
BCBS – Planning for Medicare
LongBridge – Leveraging Housing Wealth for Enriched Retirement Plans

Day 2:

Markin Asset Management – Asset Allocation in Times of Stress
Mortgage Network – Topic TBD
Capital Group/American Funds – Taxes, Transfers and Tea Leaves

Register Here