Please join us this Saturday May 11th, 2019 from 11am-2pm for our free annual shred day and BBQ! With so much identity fraud currently occurring it is very important to shred any documents with your personal information in them…everyone is welcome to stop by!!!
Archive for the ‘Events’ Category
Free BBQ & Shredding Day – Saturday May 11th 2019 @ 11am
Monday, May 6th, 2019Free Shredding Day Tomorrow Saturday May19th!
Friday, May 18th, 20182018 Shredding Day!
Tuesday, May 15th, 2018Free Shredding and BBQ this Saturday May 6th, 2017!
Tuesday, May 2nd, 2017It’s that time of year again…free shredding and BBQ!!!
Wednesday, April 19th, 2017Reader’s Choice Award 2016
Wednesday, June 29th, 2016Free Shredding and BBQ Food May 21st!
Monday, May 9th, 2016A Symposium on Exit/Succession Planning
Thursday, August 18th, 2011For small to medium sized, privately held businesses
Friday, September 23rd, from 7:30 AM to 9:30 AM
Location: The Jones Room at the Ferncroft Country Club
10 Village Road, Middleton, MA 01949
Whether you have just purchased your company or have been running it for many years, this symposium will help guide your plans for the future. We have gathered a group of experts on the various aspects of exit and succession planning and will be discussing those items most prevalent on our recent survey. These include:
- How far in advance should planning begin?
- How do I determine the value of my company?
- How do I ensure the financial future of myself, my family, and my employees?
- How do I improve my company’s value?
- How do I minimize the tax burden?
- How do I find buyers?
- How can I pass on my company equitably and still keep it viable?
In 2 hours we will give you a good start in answering all these questions, and give you an opportunity to ask questions as well. To reserve your seat, please call or email Jennifer Piscitello at jen@steveveseycpa.com. The cost of this symposium will be $25. Please remit your check payable to Vesey & Company, PC 185 Centre Street, Danvers, MA 01923, or to pay via credit card, call (978) 774-3000.
Pinnacle’s Boston, North Shore Exit Planning Chapter Meeting
Thursday, August 18th, 2011Thursday, September 15, 2011
Ferncroft Country Club, Jones Room
8 Village Rd., Middleton, MA
Come and see guest speaker Laura Kevghas present the “Top Ten Rules for Evaluating Unsolicited Offers”.
Visit www.exitplanningnorthshore.com to register today.
A Special Summer Seminar on Social Security
Thursday, July 8th, 2010As you approach retirement, it is more important than even to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Please join the Pathak Group at Morgan Stanley Smith Barney and speaker Connie Nichols, Vice President of BlackRock for a masterful overview of:
- How Social Security benefits work for you and your spouse
- When and how to start receiving Social Security benefits
- Opportunities to increase your benefits throughout retirement
When: Wednesday July 28, 2010
Time: 6:00 pm
Where: The Hampshire House, 84 Beacon Street, Boston, MA 02108
RSVP: Jeffrey Maslanka 617-589-3373 jeffrey.maslanka@mssb.com