Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel
more confident about the days ahead.

UPCOMING EVENTS:

October 10
Seminar
6:30 pm | Courtyard Marriott – Dedham/Westwood
October 22
Seminar for Women
6:30 pm | Thayer Public Library – Braintree
November 5
Seminar for Women
6:30 pm | DoubleTree by Hilton – Rockland
December 3
Seminar
6:30 pm | Boston Marriott – Quincy
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Prefer to Meet
One-on-One?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 781-535-6133

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