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FOR OTHER ADVISORS - Educational Seminars

Whether you are an Estate Planning, Tax or Business Attorney; a CPA, Investment Advisor, Financial Planner, Trust Officer or Fiduciary; having a general understanding of the state-of-the-art of our products is critical in helping you provide the best advice for your clients.

Goldwasser & Company, LLC provides the best state-of-the-art Life, Disability and Long-Term-Care Insurance for our clients. We also offer educational presentations to firms like yours. A typical presentation lasting 30 to 60 minutes and presented early in the morning, over lunch or in the late afternoon in your offices will bring your estate planning and business professionals up to date with the insurance products, concepts and companies that are strong and competitive today. We spend our time studying and analyzing insurance products and techniques to assure we make the best recommendations to our clients. An annual presentation by us to your professionals will help keep them abreast of the of the knowledge they need to best advise your clients.

Contact us by phone [(617) 332-6600] or email so we can discuss the value our Educational Seminar can bring to your practice.

Goldwasser & Company,, LLC | Suite 901 | One Gateway Center | Newton, MA 02458 | P: (617) 332-6600 | F: (617) 332-0776