Dan Converse and Michael Leonard Invite You to Attend Our Community Insights Program 

Community Insights are business owner round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace. 

Community Insights will be held at the following location: 

Enter Your Information Here to Attend: 

Please Check the session you will be attending:

• Lifetime Income Strategies for Business Owners; presented by Dan Converse, Financial Advisor
• The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
  
  

• Buy-Sell Funding: Horror Stories and Successes; presented by Michael Leonard, Esq. and Dan Converse, Financial Advisor  
• The Five Stages of Business - Resulting in Business Success, Stability, and/or Transition; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Shelley Lightfoot, Partner

• Lifetime Income Strategies for Business Owners; presented by Dan Converse, Financial Advisor
• The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq. 

• Buy-Sell Funding: Horror Stories and Successes; presented by Michael Leonard, Esq. and Dan Converse, Financial Advisor  
• The Five Stages of Business - Resulting in Business Success, Stability, and/or Transition; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Shelley Lightfoot, Partner