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Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 19, 2021

5:00p - 5:30p

ONLINE via Webex Events

SAVING FOR COLLEGE - Understanding 529 Plans

Please join us in welcoming nationally recognized 529 authority, Chris Stack, Esq., who will lead a 30-minute discussion on the importance of 529 plans to pay for college.

July 22, 2020

6:30p - 7:45p

ONLINE via Webex Events

Identity Theft & Cybercrime Webinar

Please join us for an insightful webinar with retired FBI Special Agent, Jeff Lanza. His dynamic presentation focuses on how criminals try to trick us, steal our identity and commit cyber fraud. You will learn how to spot an online trick, a fake website and phony link. Keep your identity safe and stay protected online!

Event Registration