Dental Practice event: June 15

Join us for “Breakthrough Marketing and Technology Secrets”

Presented by Fortune Management of Boston

featuring guest speakers, including Andrew Schwartz, CPA

Learn how to take your practice to the next level. This fast-paced, four-hour workshop details the expert advice on everything you need including how to market, increase efficiency, reduce overhead, and improve practice profitability. 4 CE Credits.

Friday, June 15, 2012
Buca di Beppo Restaurant, 233 Elm Street, Dedham, MA
Breakfast will be served

RSVP online or to Don Khouri of Fortune Management at 617.275.2554

Women and Wealth Event: June 7

Join Us for a seminar dedicated to:

Financial Planning For Female Healthcare Professionals

Featuring Guest Speaker Andrew Schwartz, CPA

Presented by The Boston Group at Morgan Stanley Smith Barney
Many women spend so much time caring for others that they forget to make themselves a priority. In order to put a strategy in place to take care of your financial well being, you must first take time to articulate what you value in your life and your future. This seminar will give you actionable strategies for cash management, saving and investing so you can help yourself and those you love.
Thursday, June 7, 2012
Newton Marriott, 2345 Commonwealth Avenue, Newton, MA Refreshments will be served.

RSVP online or to Ryan Elizabeth Crowley at 617.790.5261 or

Don’t miss it – Jan. 19 event

Are you in the Boston area on Thursday Jan. 19?

If so, you won’t want to miss our 14th annual Tax and Financial Planning Seminar at the Brookline Holiday Inn.

Highlights this year include:

Game Plan for College: Admissions, Financial Aid and Funding Strategies, with Todd Fothergill, Strategies for College, Inc.

Getting the Most Tax Savings from your Moonlighting and Professional Expenses, with Andrew Schwartz, CPA, Partner, Schwartz & Schwartz

– Basic Financial and Retirement Planning for Young Healthcare Professionals, with Jason Skolnick, First National Corporation

Benefit the Most from Recent Tax Updates and your Employee Benefits Package, Richard Schwartz, CPA, Partner, Schwartz & Schwartz

– Special Two Session Dental Track: Breakthrough Dental Marketing and Getting Patients to Invest in Treatment Predictably, with Don Khouri, Fortune Management of Boston

To learn more and RSVP, please go to: