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Events

The Moody Street Group, LLC is dedicated to supporting it's clients, potential clients, and associated agents with educational events covering current issues of importance to them and their financial world.  All are welcome to attend our in-house workshops and seminars.  

Our Special Needs Resource Network frequently sponsors workshops for parents of special needs children to help them understand the financial issues associated with caring for a special needs child now and long into the future.   These workshops are held at sponsoring organizations in and around the Greater Boston area.

The Moody Street Group, LLC  Healthcare Resource Network provides educational workshops and advice on financial strategies for the particular needs and concerns of those working in the Healthcare Industry. 

Our regular series of in-house workshops offering CE and CPE credit supports those working in the financial industry and offer an educational setting for meeting and learning with other financial professionals.

If you would like to sponsor an educational workshop at your organization or would like to learn more please contact John W. Breedlove, III at eMail: jbreedlove@moodystreet.com.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 22, 2022

6:00p - 7:00p

Federal Transfer Taxes Presentation - ZOOM

“Federal Transfer Taxes” with Kelly Hall

The Moody Street Group is pleased to have Kelly Hall CPA, CLU, ChFC, RICP, Director of Advanced Strategies with OneAmerica speaking on Wednesday June 22nd from 6:00 to 7:00 PM VIA ZOOM about “Federal Transfer Taxes”...

Event Registration


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