Events & Seminars

JOIN US for an Educational SEMINAR!

Your choice - In person or via Zoom Meeting....


WHEN YOU LEAVE YOUR EMPLOYER
You have options for your Retirement Plan Assets

DATE: TUESDAY, NOVEMBER 9, 2021
TIME: 5:45 PM

LOCATION: Baystate Financial - 301 Edgewater Place, Suite 201 Wakefield, MA


RSVP: agelineaupowers@baystatefinancial.com or call 781-876-4112

Those who choose may join us via Zoom: Click Here to Join

HOSTED BY: The Wakefield/Lynnfield Chamber of Commerce

PRESENTED BY: Financial Advisors, Alex Krisak, Anne Gelineau-Powers, Grace Magoon

CRN202212-868316

TO REGISTER CLICK HERE

 

 


CPA CPE WEBINAR SERIES

DATE: TUESDAY, NOVEMBER 16, 2021
TIME: 8:00 am to 12:00pm


CREATING LIFETIME RETIREMENT INCOME
From: 8 am to 10:00am (2hrs - 2 CPE Credits)

ELDER PLANNING
From: 10:00am to 12:00pm (2hrs - 2 CPE Credits)


HOSTED BY: Financial Advisors, Alex Krisak, Anne Gelineau-Powers, Rebecca Lynch, Brittney Malin, Christian Brown 
INSTRUCTOR: Herbert K. Daroff, J.D.*, CFP®, AEP® 

REGISTER TODAY & RECIEVE FOUR (4) CPE CREDITS!

CRN202212-1024870