Upcoming Events

Online Registration

*(denotes required field)

When it comes to your financial future,
knowledge is the critical first step.

We strive to help you make informed financial decisions about the days ahead.

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming seminars

August 21st and 23rd, 2018
6:30 p.m.
110 Grill
Wayland, MA

September 11th & 13th, 2018
6:30 p.m.
110 Grill
Leominster, MA

October 10th & 11th, 2018
6:30 p.m.
110 Grill
Berlin, MA

October 23rd & 25th, 2018
6:30 p.m.
110 Grill
Hopkinton, MA

November 13th & 14th, 2018
6:30 p.m.
110 Grill
Chelmsford, MA

Share →