Archive for May, 2013

Marc Bello Presents at NACVA CIT’s 2013 Conference

Partner, Marc Bello, will present, “Uncovering Critical Issues for Valuators,” at the NACVA and CIT’s 2013 Annual Consultants Conference in Washington, DC on June 5, 2013.

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Join Alfonso Perillo at Associated Grantmakers Brown Bag Lunch, June 12, to hear him discuss, “What’s the Story Behind the Numbers? A Grant Maker’s Guide to Understanding Nonprofit Audits.”

Bring your lunch and join your grant making colleagues for this informative workshop on Wednesday, June 12 at 55 Court Street, Suite 250, Boston, MA.  Alfonso will join AGM’s Director of Member Services, Jenn Lammers,

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Scott Kaplowitch to be a Moderator for the Boston Estate Planning Council at their June 5, 2013 Roundtable

Scott will lead a roundtable discussion  on June 5, 2013 on when it is best to pass on assets to future generations. Depending on a client’s goals and the type of assets in their portfolio, certain

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Denis Higgins to Present at June 7, 2013 Business Fundamentals Bootcamp at the Cambridge Innovation Center

Join Denis Higgins as he presents, ” Retirement Plans for Small Businesses and the Self-Employed – They Are Not Out of Reach.”  Offering retirement benefits is an excellent way to enhance your employees’ compensation package

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Posted In: Events, News