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 12
Women & Retirement

Taking Control of Your Financial Future

6:30 pm | Blue Heron Restaurant – Sunderland, MA
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
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
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

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.

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