upcoming workshops

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

June

1

Mirbeau Inn & Spa | Plymouth, ma

Taxes in Retirement

Email Us to Reserve Your Spot!

June

1

Mirbeau Inn & Spa | Plymouth, ma

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.