Member Hosted Events
Please contact Kari Lindell at email@example.com for any Member Hosted Events or any inquiries. Thank you!
Google is pleased to offer a quarterly series of free workshops for Small Businesses at the Roxbury Innovation Center: Click here for more information.
Beginning on February 1st, we will present small businesses and home start-ups ways to make the most of the web to grow their business. Liz Schwab, Head of External Affairs, New England & PA encourages people to join.
It seems like more and more Sales Managers are challenged with higher goals in a tightening economy. So, we have created a Forum in which Sales Managers, Owners and Chief Executives can come together and have their sales management challenges heard, as well as leave with solutions. Even though we may sell in different verticals, marketplaces and territories, and even though we may all come from different businesses, sales management problems are pretty universal. View the event video here. We invite you to join us once for a commitment fee of only $5 which will be refunded upon arrival by registering here.
Unhappy with the numbers of appointments you book or your closing ratio? This tactical program focuses on your most challenging prospecting and closing problems. At the beginning of the class we set the agenda based on what you want to work on. Through role-playing and demonstrations of best sales practices, we help you perfect your skills and attain the results you want when prospecting and closing. Learn how to get through to the decision maker, book more appointments, close more leads, avoid “I’ll think it over”, make more money and reach your goals. View the workshop video here. Register today to receive your one-time FREE guest pass for Braintree here or Woburn here.
How many times have you given a presentation to a prospect who didn’t have the power, the authority, or the capability of giving you a “yes”? Many salespeople will externalize this frustration and become angry at the prospect. But, whose problem is it, really? View the workshop video here. Register today to receive your one-time FREE guest pass here.
This informative seminar covers the basics of Social Security and Medicare and reveals strategies for maximizing your benefits. The seminar will educate attendees on strategies that they can use to maximize their Social Security benefits and will include information on the changes to the Social Security claiming regulations found in the Bipartisan Budget Act of 2015. It will also provide an overview of the Medicare program.
Workshop attendees will learn:
• How can I maximize my benefits?
• When it makes sense to delay benefits – and when it does not.
• The importance of coordinating benefits with your spouse.
• How to minimize taxes on Social Security benefits.
• How to coordinate Social Security with your other sources of retirement income.
• Medicare basics and which plan to choose.
February 28, 2017
Registration/Networking: 7:30 a.m.
Program: 8:00 to 9:00 a.m.
McLane Middleton’s Woburn Office
300 TradeCenter, Suite 7600
Woburn, MA 01801
(for GPS purposes, use 100 Sylvan Rd.)
This event is being offered as a free education session.
Lawrence M. Albert, CFP®, M.B.A., AIF.®
Capital Management Partners, LLC
Larry joined Capital Management Partners, LLC, in November 2011 after spending over 20 years as a human resources and employee benefits executive within both the private and non-profit sectors, with a focus on retirement plans and compensation.
Larry’s practice focuses on helping individuals, families and businesses develop practical strategies for accumulating, preserving and distributing their assets. He has extensive experience helping individuals plan for successful retirements. Larry’s practice also encompasses the installation and management of retirement plans for small to mid-size businesses and not-for-profit organizations.
Larry is a CERTIFIED FINANCIAL PLANNER™ professional and holds an M.B.A. degree in Finance from Boston University. Larry is a FINRA Series 6, 7, 63, and 65 registered representative and an investment adviser representative with Commonwealth Financial Network® Member FINRA/SIPC, a Registered Investment Adviser. He also holds Life, Accident, and Health Insurance licenses, and is an Accredited Investment Fiduciary®.
*Fixed Insurance products and services offered by Capital Management Partners, LLC. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
All events will be held from 3:00-5:00pm at DiSanto, Priest & Co., 117 Metro Center Boulevard, Suite 3000, Warwick, Rhode Island 02886
Using technology to maximize your team’s productivity creates the platform for success. Whether it’s optimizing your technology decisions or utilizing cost-effective tools, you can increase productivity and ultimately save your team time during the workday. After all, the right technology can increase efficiency, save money and reduce waste while outdated tools could be holding your business back. There are simple fixes that can help boost employee productivity and get back a bit of your most precious asset – time. Whether it’s helping them work remotely, improving phone or video conference, determining what level of laptop they really need, providing cloud access, connecting teams virtually, found out how to help your team be more productive. Register here.
The long-term care industry is an ever-fluctuating arena deeply impacted by Federal and State legislative changes, economic turmoil and resident expectations.
The future landscape is certain to evolve, and providers must begin to prepare for these changes now. The Marcum Long-Term Care Symposium is dedicated to providing professionals with a glimpse of the future, both operationally and economically.
May 15, 2017
1 Mohegan Sun Boulevard
Uncasville, CT 06382
Megan Kolakowski Coro
This event is expected to draw over 250 owners, operators and administrators from across the New England area. As a sponsor, your company will gain valuable exposure to the decision makers and top industry executives.
CALL FOR SPEAKERS
Do you want the opportunity to speak to key owners, operators and administrators from across the New England area? Marcum LLP is now accepting proposals for speakers for the 2017 Marcum Long-Term Care Symposium!
All speaking submissions are due by February 28, 2017.
Marcum’s Healthcare Industry Group
Marcum’s experience within the healthcare industry includes working with acute care hospitals, long-term care facilities, hospices and home healthcare providers, management service organizations, continuing care retirement communities and large physician practices. We deliver the industry expertise and in depth skills that you might find at other national accounting firms but with a stronger commitment to client service and a more economical fee structure.
The Marcum MicroCap Conference is an annual highlight on the investment community calendar.
Since its launch in 2012, this event has become a nationally recognized forum for publicly traded companies with less than $500 million in market capitalization to network with fund managers and high net worth investors who focus on small cap equities. More than 2,000 participants from all segments of the microcap market participate each year, including senior management, finance and legal executives, venture and lower middle-market private equity investors, institutional investors, directors, investment bankers, buy- and sell-side analysts, and service providers to the microcap marketplace.
June 15-16, 2017
Grand Hyatt New York
109 East 42nd Street
At Grand Central Terminal
New York, NY 10017
The conference is free for investors and analysts. There will be a $695 fee for all non-sponsoring industry professionals and all non-registered attendees/walk-ins.
The Marcum MicroCap Conference offers a variety of sponsorship opportunities to promote your company, products and services. As in past years, this event will consume all public meeting spaces and conference rooms of the hotel to deliver a jam-packed agenda over the course of a day and a half.
PRESENT AT CONFERENCE
We are pleased to extend an invitation to your company to present at this year’s Marcum MicroCap Conference. Presenting company slots are limited, so we encourage you to register your company and attending representatives, submit payment, and secure your hotel rooms as soon as possible.
Sr. Director of Business Development
Follow conference updates on Twitter using #MARCUMMICROCAP
Watch Highlights from the 2016 Marcum MicroCap Conference.
Marcum’s SEC Services Group
Marcum is registered with the Public Company Accounting Oversight Board (PCAOB). As one of the leading Assurance Service practices, Marcum’s Assurance Division is made up of talented professionals who understand the complex rules associated with regulatory compliance.