Upcoming Events Check back soon for new events! Past Events Client Shred-It Event – RocklandRoutinely destroying your sensitive documents is a great start to preventing identity theft and fraud. And shredding is one of…When: June 8, 2024Read MoreClient Shred-It Event – WoburnRoutinely destroying your sensitive documents is a great start to preventing identity theft and fraud. And shredding is one of…When: June 1, 2024Read MoreClient Shred-It Event – WestwoodRoutinely destroying your sensitive documents is a great start to preventing identity theft and fraud. And shredding is one of…When: June 1, 2024Read More2024 Market Outlook WebinarWhat’s in store for 2024? Watch the replay of our Market Outlook webinar where we share expectations for stock and bond…When: January 17, 2024Read MoreYear-End Planning Opportunities 2023New and tried and true planning opportunities that can help you maximize your wealth and prepare for 2024 before the…When: October 23, 2023Read MoreFall Market Outlook webinarIn this Fall Market Outlook webinar we provide an update on the markets, economy, the major themes impacting our world…When: October 12, 2023Read MoreIs Your Target Date Fund Missing the Mark?Are you counting on target date funds to get you to and through retirement? While popular and seemingly easy, many…When: September 27, 2023Read MoreSocial Security – Get What You DeserveHow confident are you feeling about social security? The decisions you make can have a tremendous bearing on the total…When: August 30, 2023Read MoreFleeting opportunities: Two things to do in your portfolio now.What was is not what will be. Investment opportunities within both fixed income and equity markets have changed. During this…When: July 26, 2023Read MoreSavvy Medicare PlanningAre you approaching age 65 or retirement? Then this webinar on how to optimize your health care is for YOU!When: June 28, 2023Read More
