Events

Are You Retirement Ready?

During this seminar, learn how to answer the Five Questions to determine retirement readiness before enjoying a buffet brunch. Guests welcome

Tax Planning changes through Retirement

Reviewing the necessary tax considerations to take into account when moving through retirement.

Savy Medicare Planning

Overview of the aspects of Medicare planning necessary for a successful retirement.

Investing in Market Downturn

Review the principles to keep in mind during a market downturn as well as the opportunities that arise.

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.

Social Security Planning for Women

Learn about the different ways to maximize your Social Security, depending on your situation.

Social Security Planning for Women

Massachusetts Teacher's Pension

Connecticut Teacher's Pension

Financial Wellness 101: Cash Flow, Asset Accumulation, and Distribution with Complimentary Brunch

Learn 3 Foundational concepts to improve your Financial Wellness at any age.

Intergenerational Planning and Wealth Transfer

Intergenerational Planning and Wealth Transfer

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.

Financial Wellness 101: Cash Flow, Asset Accumulation, and Distribution

Learn 3 Foundational concepts to improve your Financial Wellness

Fireside Chat with Matthew Tyo

Family Care Giving Challenge