Events
Upcoming Events
August 31, 2022
6:00p - 7:15p
Zoom Webinar
Savy Medicare Planning
Overview of the aspects of Medicare planning necessary for a successful retirement.
September 14, 2022
6:00p - 7:15p
Zoom Webinar
Investing in Market Downturn
Review the principles to keep in mind during a market downturn as well as the opportunities that arise.
October 12, 2022
6:00p - 7:15p
Zoom Webinar
Tax Planning changes through Retirement
Reviewing the necessary tax considerations to take into account when moving through retirement.
Past Events
July 23, 2022
11:00a - 2:00p
Summit View
Client BBQ with Live Music!
Stop by the Summit View in Holyoke for some food and drink while enjoying the company of good people and listening to great live music. RSVP so we can have an accurate head count. This is a stop by event so feel free to arrive and leave whenever is convenient for you during the time the BBQ is running.
July 13, 2022
6:00p - 7:15p
Zoom Webinar
Social Security Planning for Women
Learn about the different ways to maximize your Social Security, depending on your situation.
June 29, 2022
6:00p - 7:30p
Zoom Webinar
June 2, 2022
6:00p - 7:00p
Zoom Webinar
June 1, 2022
6:00p - 7:00p
Zoom Webinar
March 26, 2022
10:00a - 12:00p
Delaney House and Zoom
Financial Wellness 101: Cash Flow, Asset Accumulation, and Distribution with Complimentary Brunch
Learn 3 Foundational concepts to improve your Financial Wellness at any age.
May 26, 2021
6:30p - 7:30p
Zoom
May 22, 2021
9:00a - 10:00a
Zoom
March 23, 2021
6:30p - 7:15p
Zoom
Financial Wellness 101: Saving for College
Learn about the importance of a college education and how to save for it. This will be presented by Matthew Tyo, RICP®, a Financial Advisor with 10 years of experience working with individuals of all ages.
February 16, 2021
6:30p - 7:30p
Zoom
Financial Wellness 101: Cash Flow, Asset Accumulation, and Distribution
Learn 3 Foundational concepts to improve your Financial Wellness
October 29, 2020
6:00p - 7:00p
Zoom Virtual Meeting - from the comfort of your home
April 11, 2020
12:00p - 2:00p
The Delaney House