Events & Seminars

Check back for our upcoming events.

 

Past Events

 


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

HOSTED BY: The Wakefield/Lynnfield Chamber of Commerce

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

CRN202212-868316


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® 

CRN202212-1024870