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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 an 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

March 3
Retirement Planning in Today’s Economy
6:30 pm | Merrimack College

Retirement Planning in Today’s Economy – Live the Retirement you Deserve

Are you nearing retirement or already living in retirement? Looking forward to your future knowing you have a solid plan for living the life you want?

Attend this workshop to 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.

These workshops are held as an introduction to our firm and to provide information to the community.

March 5
Retirement Planning in Today’s Economy
6:30 pm | Merrimack College

Retirement Planning in Today’s Economy – Live the Retirement you Deserve

Are you nearing retirement or already living in retirement? Looking forward to your future knowing you have a solid plan for living the life you want?

Attend this workshop to 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.

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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