Parents swinging child outside - LifeDesign Workshop Series

Financial Readiness Workshops

2020 Workshop Dates & Topics:

  • Tuesday, January 28, 2020, Leominster Connector Office - Estate Planning Basics

  • Thursday, February 6, 2020, Barre Office - IRA/401K Retirement Planning

  • Thursday, February 20, 2020, Leominster Connector Office - Social Security

  • Tuesday, March 10, 2020, Worcester Front Street Office, Worcester - IRA/401K Retirement Planning

  • Thursday, March 12, 2020, Needham Office - IRA/401K Retirement Planning

  • Thursday, April 16, 2020, Barre Office - Social Security

  • Tuesday, May 5, 2020, Leominster Connector Office - Social Security

  • Thursday, May 7, 2020, Needham Office - Social Security

  • Tuesday, June 9, 2020, Worcester Shrewsbury St. Office - How Annuities Work

  • Thursday, June 11, 2020, Leominster Connector Office - Retirement for Small Business

  • Thursday, July 9, 2020, Barre Office - How Annuities Work

  • Tuesday, August 11, 2020, Leominster Connector Office - Long Term Care

  • Tuesday, September 15, 2020, Worcester Shrewsbury St. Office - Life Insurance  

  • Tuesday, October 6, 2020, Leominster Connector Office -Variable Annuities

  • Tuesday, November 3, 2020, Worcester Front Street Office - Long Term Care

  • Tuesday, November 17, 2020, Barre Office - Retirement for Small Business

All Workshops times are 5pm-6pm.
 

Workshops conducted by Eric Brose, our Infinex Financial
Advisor. 

RSVP: Please call Lindsey at 978-870-1479 to reserve your spot at any of these workshops. 


Monthly financial workshops are offered to provide a forum so that our clients can come ask questions and engage in conversation in a group setting. Those who prefer a private setting should request a one-on-one meeting.

Dates are subject to change.  Please check this page periodically for updates

 



Investment products are:
* Not a deposit
* Not FDIC Insured
* Not Insured by any federal government agency
* Not guaranteed by the bank
* May go down in value

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. We do not provide tax advice. Investors should consult their tax professional for their particular situation.