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.

We were excited to host an evening all about retirement at SBC Restaurant and Beer Bar last night. Roberta gave an insightful talk on the importance of investing for your retirement and the decisions you need to make to make sure you live your retirement to the fullest. We were also incredibly fortunate to receive a market update from Invesco's Vice President and Senior Advisor Consultant, Bob Caruso, encompassing recent economic events and his thoughts on recovery and investment opportunities. Thank you to Tara and her team at SBC for the delicious food and drinks and for helping to run such a successful event at their fantastic venue. And, of course, thank you to our wonderful clients, their friends, and family members who attended. See you at the next event!!

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.