To inquire about scheduling a speaking engagements and presentation details, please e-mail Nicole Cain at ncain@freedomtrailfinancial.com or call us at (617) 247-1113. We offer educational seminars on a variety of financial planning topics, including:

Life Sciences:

  • Financial Planning Strategies for a Successful Job Transition
  • Best Financial Planning Practices in the Ever-Changing Life Sciences Industry
  • Equity Compensation Strategies for Senior Professionals and Executives

Professional and Entrepreneurial Women:

  • Financial Well-Being for Women
  • Women and Wealth

Comprehensive Wealth Planning:

  • Top 10 Estate Planning Mistakes
  • Taxation Planning