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

April 14
Understanding Different Retirement Strategies
Inn on Boltwood | 30 Boltwood Avenue
Amherst, MA 01002
CALL TO ATTEND
April 16
Understanding Different Retirement Strategies
Inn on Boltwood | 30 Boltwood Avenue
Amherst, MA 01002
CALL TO ATTEND
May 12
Understanding Different Retirement Strategies
Wyckoff Country Club | 233 Easthampton Road
Holyoke, MA 01040
CALL TO ATTEND
May 14
Understanding Different Retirement Strategies
Wyckoff Country Club | 233 Easthampton Road
Holyoke, MA 01040
CALL TO ATTEND
June 16
Understanding Different Retirement Strategies
Terrazza at Greenfield Country Club | 244 Country Club Road
Greenfield, MA 01301
CALL TO ATTEND
June 18
Understanding Different Retirement Strategies
Terrazza at Greenfield Country Club | 244 Country Club Road
Greenfield, MA 01301
CALL TO ATTEND
July 20
Understanding Different Retirement Strategies
Lola’s | 732 Bliss Road
Longmeadow, MA 01106
CALL TO ATTEND
July 22
Understanding Different Retirement Strategies
Lola’s | 732 Bliss Road
Longmeadow, MA 01106
CALL TO ATTEND

Medicare Workshops

No upcoming events.

Social Security Workshops

No upcoming events.

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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.