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Take the first step toward reaching your
Financial Goals


Get the information that can help you live a confident retirement.

Attend a Workshop

From these workshops, you’ll gain the ability to make smarter decisions with your money and the empowerment that comes from making decisions based on math and science, rather than emotion or financial media hype.

Workshop Schedule
NOTE: All events are postponed due to COVID-19.

April 8
Your Retirement & Taxes
6:30 pm | Merrimac Public Library

If you are retired or are nearing retirement and want to learn how to potentially avoid losing part of your IRA or 401(k) to the IRS in taxes, we invite you to attend this complimentary workshop being held at the Newburyport Community Center.

At this workshop you’ll learn strategies designed to help you turn your IRA or 401(k) into a tax-efficient account, reduce or potentially eliminate unnecessary taxes and even potentially enjoy a tax-free retirement.

This is complimentary to attend but seating is limited.

April 9
Your Retirement & Taxes
6:30 pm | Merrimac Public Library

If you are retired or are nearing retirement and want to learn how to potentially avoid losing part of your IRA or 401(k) to the IRS in taxes, we invite you to attend this complimentary workshop being held at the Newburyport Community Center.

At this workshop you’ll learn strategies designed to help you turn your IRA or 401(k) into a tax-efficient account, reduce or potentially eliminate unnecessary taxes and even potentially enjoy a tax-free retirement.

This is complimentary to attend but seating is limited.

April 21
Retirement Planning in Today’s Economy
6:30 pm | Endicott College

Do you have a plan for living the life you want in retirement?

Attend this workshop to help gain the understanding of retirement planning you need and insights into today’s retirement strategies. Address your biggest concerns while gaining strategies, tools, knowledge, and skills to help prepare for retirement with confidence.

This is complimentary to attend but seating is limited.

April 23
Retirement Planning in Today’s Economy
6:30 pm | Endicott College

Do you have a plan for living the life you want in retirement?

Attend this workshop to help gain the understanding of retirement planning you need and insights into today’s retirement strategies. Address your biggest concerns while gaining strategies, tools, knowledge, and skills to help prepare for retirement with confidence.

This is complimentary to attend but seating is limited.

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 978.255.1128

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