Upcoming Events


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All events are online and begin at 12 noon.

Understanding Your Dental Practice’s Overhead

Wednesday, July 25, 12 noon – Presented by Andrew Schwartz, CPA

It sounds straight-forward: there are two ways to boost your earnings. You can (1) increase collections or (2) decrease your overhead. But how do you decide which one to pursue? And what should be your goal? In this presentation, we will show you how you compare to other dental practices and where to target your efforts so you can improve the most.




Economic and Investment Overview: Looking Past the Headlines

Thursday, August 16, 12 noon – Presented by Alex Oliver, First National Corporation

North Korea. Trade wars. The Fed. Oil prices. With today’s sensationalized media, it can be tough to break through the noise and understand how the economy is actually performing. We will take a look at several economic measures to get a sense of how the stock market is reacting to the latest Tweets and decipher what you should be paying attention to.




Changes to MA Payroll and Employment Laws

Thursday, September 20, 12 noon – Presented by Greta Malstrom, Payroll Dept. Manager, and Laurie LaBrie, Integrated HR Team

As a small employer, you need to stay compliant with new and recently changed payroll and employment laws.  We will discuss the latest changes and how you can address them in your small business.




The Home Stretch: Steps to Consider When Planning for Retirement

Tuesday, October 23, 12 noon – Presented by Alex Oliver, First National Corporation

You’ve been following the obvious advice of maxing out retirement accounts and investing aggressively while you were young. However, with under a decade left until retirement, the stakes of these decisions have never been higher. We will discuss benchmarks to help understand whether you are on track, how to mitigate risks such as the 2008 recession with your investments, and cover the various types of issues our retiree clients typically run into. We will also briefly demonstrate the software system that we use to create a financial plan in order to bring this all together.