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

August 27
HOW TO PROTECT YOURSELF FROM MARKET VOLATILITY IN RETIREMENT!
6:00 pm | La Notte Waterside Grille
Call to Attend
August 29
HOW TO PROTECT YOURSELF FROM MARKET VOLATILITY IN RETIREMENT!
6:00 pm | Mario’s Italian Dining
Call to Attend

Medicare Workshops

No upcoming events.

Social Security Workshops

August 13
MAKING THE MOST OF SOCIAL SECURITY
6:00 pm | UMASS – Amherst
Register
August 15
MAKING THE MOST OF SOCIAL SECURITY
6:00 pm | UMASS – Amherst
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.