Educational Workshops:
- Alternative Investments
- The Professional Woman and Investing
- Retirement Income Planning
- College Planning
If you would like to attend one of our Educational Workshops call 978-825-9000 or email us for specific dates and times.
Client Appreciation Events:
- Golf Outing (Spring/Summer)
- Boating Event, Salem Harbor (Spring/Summer)
- Wine Tasting (Fall)
- Holiday Open House (Winter)
If you would like to join for one of these events please call 978-825-9000 or email us for more details.
