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Save the Date! PROACTIVE PLANNING SUMMIT

January 9, 2026 @ 9:30 am - 11:30 am

Save the Date!
Friday, January 9, 2026
9:30 – 11:30 AM

PROACTIVE PLANNING SUMMIT:
The Intersection of Wealth and Wellness in Massachusetts

Join our team, led by managing partners — Erin L. Nunes, Esq., Daniel M. Surprenant, Esq., CELA, and Michelle D. Beneski, Esq., CELA — for a summit focused on truly holistic planning.

As a valued partner, you know that effective client care requires addressing both financial security and quality of life. This event will provide professionals with actionable strategies and insights into how the latest developments in the law and other evolving issues set to impact the aging population in our local market.

Don’t miss this opportunity to strengthen your expertise and your professional network.

Registration details and agenda coming soon!

Details

  • Date: January 9, 2026
  • Time:
    9:30 am - 11:30 am
  • Event Category: