| Overview of Social Security Retirement Benefits and Medicare, Sept '10
Shepherd & Goldstein is proud to sponsor An Overview of Social Security Retirement Benefits and Medicare co-presented with Curtis Feldman,CPA, Partner of our Framingham office and Mary Robinson the District Manager of the U.S. Social Security Administration Framingham office on Wednesday September 29th from 6:30-8:00 p.m. at a restaurant TBD in Framingham
Family Business Summit, Oct '10 Worcester
Presented by the Worcester Business Journal, join the regions leaders in developing strategies for getting the best out of your family business in a half day workshop. Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Exit Strategy: whether you want to sell now, or plan a long term transfer to the next generation, learn how to develop a strategy that adds value to your most precious asset. October 13th from 7:30-1:30 at the Beechwood Hotel in Worcester.
Family Business Summit, Oct '10 Cape Cod
Presented by Cape & Plymouth Business, join the regions leaders in developing strategies for getting the best out of your family business in a half day workshop. Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Exit Strategy: whether you want to sell ASAP, or run your company happily ever after, learn how to create a strategy that adds value to your most precious asset. October 21st from 7:30-1:30 at the Cape Codder Resort & Spa in Hyannis.
Economic Forecast, Nov '10
Find out what's in store for 2011, join Cape & Plymouth Business on Thursday, November 4, 2010 at the Cape Codder Resort and Spa in Hyannis for the Economic Summit from 7:30-10 AM as Terence J. Shepherd, CM&AA, CPA, MST speaks in collaboration with Eastern Bank and UMass Dartmouth to prepare your business for what lies ahead in 2011 as we continue the recovery from a difficult economic downturn.
Training, Speaking and Workshops, as requested
Whether you are looking to inspire your team to greater heights of service, or you are looking to support your association members in building the value of thier individual organizations, Terry Shepherd will inspire the audience to take the necessary steps forward!
To set up a private training, contact Jenn Moore at 508-757-3311or jennm@sgllp.com
and for a list of Past Events...
Private Invitation Only Event, June '10
By invitation only, this financial partnership will present Building Business Value With Your Transition In Mind to selected guests on Wednesday June 23rd from 7:30-9:30 at Pier 7 Marina in Gloucester featuring ROCG Shepherd & Goldstein Consulting Group.
Worcester Business Journal Speaking Series: Building Business Value, Jun '10
"Valuable information for all small business owners" and "The complete presentation good to focus my thoughts" were just two of the participants comments from our Building Business Value seminar in April. See what the buzz is about on Tuesday, June 22nd at the Marriott Courtyard in Worcester where you'll learn successful tactics and strategies that you can put to use tomorrow. 7:30 AM - 9:15 AM join Terry Shepherd of ROCG Shepherd & Goldstein Consulting Group, Warren Palley of Palley Advertising and James Couture of The Patriot Financial Group.
Overview of Social Security Retirement Benefits and Medicare, Jun '10
Shepherd & Goldstein is proud to sponsor An Overview of Social Security Retirement Benefits and Medicare co-presented with Mark Leone, EA, Partner of our Milford office and Mary Robinson the District Manager of the U.S. Social Security Administration Framingham office on Thursday June 17th from 6:30-8:00 p.m. at Restaurant 45 in Medway.
Trade Association Event, June '10
The fire alarms should be ringing for the aging Baby Boomers, as the dynamics of their economic situation has not changed - the time clock did not stand still the last two years and their need for immediate business value planning may have become even more critical than it was before the recession! By invitation only, this local trade association will present to members on Wednesday June 16th from 9:00-10:30 at the Worcester Country Club featuring ROCG Shepherd & Goldstein and Palley Advertising.
SOMWBA Get Connected: Access to Accounting, Jun '10
The State Office of Minority and Women Business Assistance (SOMWBA) Supplier Diversity Office presents "Get Connected: Access to Accounting" event on Friday, June 4, 2010 at the Park Plaza in Boston from 10:00 AM to 1:30 PM featuring panelist Curtis A. Feldman, CPA and Partner of our Framingham office.
Building Business Value, April '10
While we're just emerging out of the Great Recession, today's successful firms are looking at their longer term strategy and taking Steps now to grow their business and its market share. On Thursday, April 8th at the Holiday Inn in Marlboro or on Tuesday, April 27th at the Sheraton Tara in Framingham learn successful tactics and strategies that you can put to use tomorrow from 7:30 AM - 9:00 AM from three presenters: Terry Shepherd of ROCG Shepherd & Goldstein Consulting Group, Warren Palley of Palley Advertising and James Couture of The Patriot Financial Group.
Bizz Buzz Tax Tips, Jan '10
Hosted by Joe Soares watch Mark Leone, EA on Milford Cable Access Bizz Buzz segment on Tuesday, January 26th at 8 PM or Thursday, January 28th at 7 PM for a discussion to refocus on some business basics and tax advantages that can position you and your business for the economic rebound.
Tax Update, Jan '10
Join Middlesex Savings Bank at the Wellesley branch for a networking opportunity and presentation on Strategies To Minimize Taxes In 2010 utilizing new law changes presented by Curtis A. Feldman, CPA Partner of Shepherd & Goldstein LLP on Wednesday, January 13th from 5:30 - 7:30 PM.
Positioning Your Business For The Recovery, Nov '09
On Wednesday, November 18th three industry leaders will help you get your head out of the day-to-day focus of survival mode and begin to Position Your Business For The Recovery at the Sheraton Tara Hotel in Framingham from 7:30-9:30 AM. The seminar will address critical strategic and operating areas to DEVELOP and BUILD VALUE in your business to help you when facing the "New Frugal Consumer" spending attitudes that will be with us long into the future.
WRKO Morning Drive, Nov '09
Terry Shepherd joins Peter Blute hosting WRKO (AM 680) Morning Drive for an interview on Preparing for the Recovery on Thursday, November 12th at 8:00 AM.
Position For The Recovery Milford, Oct '09
On Tuesday, October 27th three industry leaders will help you get your head out of the day-to-day focus of survival mode and begin to Position Your Business For The Recovery at the Doubletree Hotel in Milford from 3:30-5:30 PM. The seminar will address critical strategic and operating areas to DEVELOP and BUILD VALUE in your business to help you when facing the "New Frugal Consumer" spending attitudes that will be with us long into the future.
Business Transition Seminar, Sept '09
UBS Private Wealth Management and ROCG Shepherd & Goldstein Consulting Group LLC will walk you through the importance of understanding the holistic process of business transition, the potential to build value, and the importance of long-term planning to meet both your transition and wealth management objectives in a seminar at the Stamford, CT headquarters of UBS this September 16, 2009.
Business Transition Webinar, Aug '09
Finding it hard to step away? Hear from leading authorities UBS Private Wealth Management New York office and ROCG Shepherd & Goldstein Consulting Group LLC in a webinar at 11:00 AM EST on August 12, 2009 about steps you need to take to strategically position your business for successful transfer.
Navigating The Recession Seminar, June '09
On June 16th the MetroWestChamber of Commerce co-presents this FREE seminar with TD BankNorth from 7:30-9:30 AM at the Clark University Graduate Management Center in Framingham. Designed for business owners and managers to gain insight on adjusting their strategies to what will be a lingering impact of the current deep recession: the long-term, if not permanent, decline in consumer spending and rise in savings.
How The Business Transition Boom Can Help Build Your Practice, June '09
Presented with TD Banknorth, join ROCG Shepherd & Goldstein Consulting Group on June 8th at 12:30 at The Yarmouth House Restaurant for a luncheon. Attorneys are specifically positioned to assist their clients nearing retirement, or those who are burned out or simply can't hang in there anymore as their trusted advisor in presenting best options in the long process of transitioning ownership in uncertain times.
Survival Strategies Seminar, May '09
Business owners feeling overwhelmed, cash stretched or simply can't hang in there anymore are lost in a sea of economic troubles. Fortunately, there are strategies that can help. Discover how when you join us Wednesday, May 27th in Worcester.
2009 Economic Forecast Seminar, May '09
Friday, May 15th from 7:45 AM to 10:15 AM in Falmouth join presentors Terence Shepherd and Carol McMullen of Eastern Bank and Eastern Investments Advisors for the 2009 Economic Forecast ~ Managing your business and personal finances.
Navigating The Recession Seminar, April '09
According to audience feedback from our January '09 event, we've scheduled a more interactive session on April 30, 2009 at Clark University Training Center in Framingham when Curt Feldman, CPA is joined by Troy Newman, MBA of Strategic Financial Partners. So much of your time is working IN your business, make time for this FREE seminar to focus ON your business with simple modifications in operations focusing on four key areas of operations to both sustain today and position yourself for growth in the near term.
Seminar: Reduce Taxes In 2009 Utilizing Law Changes, April '09
Curtis A. Feldman, Partner of Shepherd & Goldstein LLP will be speaking on Thursday, April 2, 2009 at CitiBank Center on Route 20 in Marlboro at 7:30-8:30 AM about strategies to reduce taxes in 2009 utilizing law changes.
The Economic Crisis Workshop, March '09
This complimentary workshop on March 19, 2009 in Montreal is focused on providing you with the information necessary to assess the actual situation and apply practical business concepts in dealing with current crisis. The workshop will focus on cushioning the impact of the recession on your business.
Eye On Milford, March '09
Looking for ideas to stabalize your business in these difficult times? Watch Mark Leone, EA on Milford Cable Television on Tuesday, March 10th and 17th at 8:30 PM, or Thursday March 12th and 19th at 7:30 PM to discuss proactive ideas of how your business can stabilize it's value and position yourself for growth when the economy eventually rebounds.
How Does a Down Economy Affect My Plans to Exit Ownership, March '09
Business owners nearing retirement or those who are burned out or simply can't hang in there anymore are faced with either the option of selling in a down market or continuing to bear the risk of ownership in uncertain times. REGISTER TODAY for these important complimentary workshops, March 19th in Grand Rapids including a continental breakfast and featuring vital topics presented by experienced professionals from the Grand Rapids area. Please feel free to invite your spouse, senior management, and fellow business owners to attend with you.
Young Businessmen's Association Seminar, February '09
Members of the Worcester Young Businessmen's Association are hosting a seminar on Thursday, February 26th from 5:30 - 8:30 PM at KJ Barrons featuring Terence J. Shepherd
|
