Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Road to Retirement: Top 10 IRA Mistakes to Avoid
May Webinar: Join us for this month's webinar workshop to learn about unique IRA planning strategies and some of the most common mistakes avoid. We will be accompanied by Doug Orton from MFS Investment Management. Doug is a Business Development Consultant who has worked in the financial services industry since 1993, holding roles in sales, tax and compliance, training and marketing.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.