Join us at The York Harbor Inn for a great day of presentations with up to 3.5 CFP CE's. Breakfast and lunch will be served.
10:00 to 10:30 |
Registration |
|
10:30 to 12:00 |
Sarah Newcomb, PhD. |
Financial Modes Workshop |
12:00 to 12:10 |
Partner Shorts |
|
12:10 to 1:10 |
Lunch with Partners |
|
1:10 to 2:00 |
Dianne Savastano |
Medicare Update |
2:00 to 2:10 |
Partner Shorts |
|
2:10 to 3:00 |
Mel Warshaw, Esq. |
Expat Tax Issues |