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Monthly Archive for: ‘March, 2019’

PRW Updates – 3/19/2019

Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Principal Bill Payne was joined by PRW’s Director of Advanced Planning Ted Dziuba this past February at …

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Another Successful PRW Speaker Luncheon

On February 26th, PRW held a luncheon for 12 of Boston’s top estate planning attorneys. Our luncheons provide an educational environment to foster growth for the attendees and to help enhance their individual legal practices. We connect thought leaders with thought leaders. Held at Del Frisco’s on Boston Harbor, our luncheons feature experts on current topics and trends with content …

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