Upcoming Events

Online Registration

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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

February 5th and 7th, 2019
6:30 p.m.
110 Grill
Wayland, MA

February 19th and 21st, 2019
6:30 p.m.
110 Grill
Leominster, MA

March 5th and 7th, 2019
6:30 p.m.
110 Grill
Berlin, MA

March 19th and 21st, 2019 
6:30 p.m.
110 Grill
Hopkinton, MA

April 2nd and 4th, 2019
6:30 p.m.
110 Grill
Chelmsford, MA

April 16th and 18th, 2019
6:30 p.m.
110 Grill
Marlboro, MA

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