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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

Event Registration