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Advisors Education Series

Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.

Our Office

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6 Kimball Lane
Suite 340
Lynnfield, MA 01940

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Your life, your legacy – let’s plan it together

Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.

Protect Your Family’s Future