• Request a no-obligation meeting with Dale A. Frank Financial Group to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Phone: 413-665-8324/ Toll-Free: 800-585-5544 / info@dalefrankinsurance.com / Visit Us!
    It can be difficult to make financial decisions without access to information.
    We’re committed to helping you make informed decisions about your financial future.
    Home » Workshops

    Dale A. Frank Financial Group Workshops

    At Dale A. Frank Financial Group, we hold informational workshops for our clients and the greater community that feature information on specific topics. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

    By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

    Our Calendar of Events

    NEW 2016 BUDGET LAW CHANGES AND SOCIAL SECURITY CLAIMING RULES WORKSHOPS:

    *Must call to reserve number of seats needed: (413)-665-8324*
    Each session limited to 25 participants.

    Workshop Registration
    Fill out my online form.
    Our Focus
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Our Services
    Resources
    » Stay abreast of the stories and headlines that impact you. Check out the news about Dale A. Frank Financial Group and other topics of interest.
    » View our Library
    Upcoming Events
    » We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Shawn Wrisley offers advisory services through AE Wealth Management, LLC. Dale Frank offers securities through Madison Avenue Securities, LLC. Member FINRA/SIPC. Dale A Frank Financial Group and Madison Avenue Securities are not affiliated companies.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.