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.

Dinner Seminars

February 26
Tax-Savvy Retirement Planning Event!
6:00 pm | Blue Heron Restaurant, Sunderland, MA
Call to Attend
February 27
Tax-Savvy Retirement Planning Event!
6:00 pm | Blue Heron Restaurant, Sunderland, MA
Call to Attend
April 1
Tax-Savvy Retirement Planning Event!
6:00 pm | Tucker’s Restaurant
Call to Attend
April 2
Tax-Savvy Retirement Planning Event!
6:00 pm | Tucker’s Restaurant
Call to Attend

Medicare Workshops

No upcoming events.

Social Security Workshops

March 18
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | UMASS Campus Center, 9th fl
Register
March 25
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | UMASS Campus Center, 9th fl
Register
April 29
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Longmeadow Adult Center
Register
May 1
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Longmeadow Adult Center
Register
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Rather Meet One-On-One?

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

Schedule a Meeting

Or give us a call at (800) 585-5544.