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
August 12
Women & Retirement
Taking Control of Your Financial Future
6:30 pm | Blue Heron Restaurant – Sunderland, MA
112 N Main Street
Sunderland, MA 01375
112 N Main Street
Sunderland, MA 01375
August 13
Women & Retirement
Taking Control of Your Financial Future
6:30 pm | Blue Heron Restaurant – Sunderland, MA
112 N Main Street
Sunderland, MA 01375
112 N Main Street
Sunderland, MA 01375
September 22
Women & Retirement
Taking Control of Your Financial Future
6:30 pm | The Boathouse – South Hadley, MA
1 Alvord Street
South Hadley, MA 01075
1 Alvord Street
South Hadley, MA 01075
September 24
Women & Retirement
Taking Control of Your Financial Future
6:30 pm | The Boathouse – South Hadley, MA
1 Alvord Street
South Hadley, MA 01075
1 Alvord Street
South Hadley, MA 01075
Medicare Workshops
Social Security Workshops
Rather Meet One-On-One?
Schedule a visit with one of our team to create your financial strategy today.