Events & Seminars

Our recent lunch and learn at Gustos covered the essentials of estate planning. Attorney Bryan Etter of Legacy Law Partners and Roberta gave an informative and insightful presentation before they fielded attendees' questions. We also handed out our new estate planning kits. Thank you to Legacy Law Partner and Gusto Trattoria Italian Restaurant. We look forward to seeing you at our next lunch and learn.

Vice President of Fidelity Investments, Kevin Furtado, presented on social security at this lunch and learn. The thought-provoking session helped to clarify the complex nature of social security and played out various scenarios and their implications for the future. Thank you to Fidelity and Gusto Trattoria Italian restaurant. Look out for our Estate Planning Seminar coming soon.

Our latest get-together at Kinship Glassworks in Milford was so much fun. Thank you to all who attended this unique, creative event with us and to the team at Kinship. Keep an eye out for the next event in our social calendar.

We came together virtually to sample some delicious wines from Italy for this entertaining social event. Thank you to Wines and More! In Milford for providing their wine expertise and all attendees for making it a fun evening.