Half Day in Portland, ME at the Portland Regency and Spa
Join us for a great day of presentations with up to 4 CFP Ce’s
- Year End Tax Planning with Experts from Baker Newman Noyes
- Is 70 the New 60? Understanding the Retirement Revolution with Steve Benjamin of SIT Investments
- Latest Trends in Estate Planning for Your Clients with Heidi Seely of Day Pitney
- Answering the toughest questions investment professionals have about digital assets with Alec Strain of Bitwise