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NexGen Presents Build Your Client Service Team
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NexGen Presents Build Your Client Service Team

8/8/2024
When: Thursday, August 8, 2024
5:00 PM - 7:00 PM
Where: Lily's Bar - Pizza - Patio
33 Batterymarch St
Boston, Massachusetts  02110
United States
Contact: admin@fpama.org

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Joint Networking Event with the FPA, TEC, Boston Bar, MassCPAs, and BEPC

Event Description

The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Bar Association, MassCPAs, Boston Estate Planning Council and the Trusts and Estates Consortium to host its Annual NexGen Networking Event.  

Join us at Lily’s Bar – Pizza – Patio, 33 Batterymarch St, Boston, MA 02110 for an engaging and collaborative event: ‘Build Your Client Service Team.’ Designed to bring together a diverse background of service professionals including financial planners, estate planners, tax accountants, and more, this provides a great opportunity for sharing ideas and building connections.

Whether you’re seeking to expand your professional network, share insights, or explore potential collaborations, this event will allow you to foster meaningful relationships within various service industries. Embrace the opportunity to learn from fellow experts, broaden your perspective, and forge valuable connections that can propel your client service endeavors to new heights. Come join us as we collectively elevate our practices and strengthen our community partnerships.

Registration Fees

$35, includes two drink tickets and light refreshments

 

Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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