upcoming events

Get the information you need to work toward a retirement you love

Attend an Educational Workshop

Our workshop focuses on understanding the potential impact taxes have on your retirement income. Retirement is rated one of life’s most stressful events. Do you have a retirement strategy?

We will discuss topics like:

Attend one of our workshops and learn how addressing these concerns can help you feel more confident about the days ahead. If these dates don’t work for you, book a complimentary appointment so we can discuss things one-on-one.

Upcoming Educational Workshops

jan

25

Milton public library

Taxes in Retirement

Email Us to Reserve Your Spot!

jan

26

Milton public library

Taxes in Retirement

Email Us to Reserve Your Spot!

feb

10

weathervane golf club

Taxes in Retirement

Email Us to Reserve Your Spot!

feb

22

scituate library

Taxes in Retirement

Email Us to Reserve Your Spot!

feb

24

scituate library

Taxes in Retirement

Email Us to Reserve Your Spot!

rather meet

one-on-one?

Schedule a meeting with us to create your financial strategy today.