Join Dan Gugliemo from Trust Design on June 12th.
Gugliemo co-founded The Owner’s Academy based at Babson College and The Boston Exit Planning Exchange, supported by business owners and professional advisors across the U.S. Dan worked at the Securities and Exchange Commission (SEC) as a Finance Attorney.
Please Note: This is a special annual event featuring a traditional New England Clam Boil therefore there is a fee for all guests including members. Reservations needed by June 5th!!
IRB Agenda as of May 25.pdf