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

July 15
WOMEN AND WEALTH EVENT; An Educational Program For Women
6:30 pm | Delaney House
Call to Attend
July 17
WOMEN AND WEALTH EVENT; An Educational Program For Women
6:30 pm | Delaney House
Call to Attend

Medicare Workshops

No upcoming events.

Social Security Workshops

July 22
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Greenfield Comm College -Main Building Stinchfield Lecture Hall 3rd Floor
Register
July 24
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Greenfield Comm College -Main Building Stinchfield Lecture Hall 3rd Floor
Register
August 19
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Asnuntuck Community College, Room 201
Register
August 20
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Asnuntuck Community College, Room 201
Register
September 30
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | UMASS Campus Center, 9th fl
Register
October 2
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | UMASS Campus Center, 9th fl
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.