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.

UPCOMING EVENTS:

February 24
Taxes in Retirement – Educational Seminar
6:30 pm | John O’Leary Adult Community Center
February 25
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Hanover Street Chophouse
February 26
Taxes in Retirement – Educational Seminar
6:30 pm | John O’Leary Adult Community Center
February 27
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Hanover Street Chophouse
March 11
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Fratello’s Italian Grille
March 12
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Fratello’s Italian Grille
March 17
Taxes in Retirement – Educational Seminar
6:30 pm | Plaistow Public Library
March 18
Taxes in Retirement – Educational Seminar
6:30 pm | Plaistow Public Library

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 603.681.9190