Digital financial fraud: What to know and how to safeguard yourself

Join us to learn about protecting yourself from the dangers of online financial fraud. We'll cover:

1. The very real threat of stolen info on the dark web
2. How bad actors are tricking people to give out their secure information
3. Best practices and tips for you to avoid being a victim of financial fraud
4. What to do next in the event you do become a victim of digital financial fraud

This is a virtual event - a Zoom link will be sent upon RSVP.

Power hour: Finances and dating during and after divorce

Consider this a modern woman's guide for when Mr. Right becomes Mr. Wrong. We'll run through financial and dating considerations as you (or a friend) embark on a new chapter. Join us as we equip you to be smarter when it comes to your finances and to be a savvy dater.

This is a virtual event - a Zoom link will be sent upon RSVP. 

Health of Your Wealth: Financial Checkup for Retirement Preparation

We'll provide a financial checkup if you're in your 50s or 60s. We'll discuss key insights to help protect your family's financial well-being, help diagnose if you're on track to retire at your targeted age, share advanced strategies to help maximize your future Social Security benefits, review what you need to know about Medicare, cover recent tax and estate law changes in MA, and point out how to avoid investing pitfalls in light of rising interest rates and a transitioning economy. 

This is an in-person & Zoom event. Zoom link to be sent upon RSVP if requested.

Client Event: Shovel Town Brewery Suds & Duds Tour & Tasting

Join us for an exclusive behind-the-scenes tour and tasting conducted by the Head Brewmaster at the Shovel Town Brewery in Easton. We'll sample some artisanal suds and demystify some financial duds during a group game. Complimentary client event - guests welcome.

Power hour: Social Security and Medicare - What you need to know

A properly planned Social Security benefit can be worth over $1.25 million, but one wrong move in Social Security benefits can cost you almost half that. Join us to help protect yourself from making the wrong moves and learn what you need to know about Medicare.

This is a virtual event - a Zoom link will be sent upon RSVP. 

Health of your wealth: Financial know-how for your elderly parents

We understand the responsibility of your parents' well-being is increasingly falling on your shoulders. Tune in as we arm you with financial know-how to prepare yourself for what may be ahead for you and your parents. We'll discuss how you can take the right steps to make their money last as long as possible, preserve your parents' nest egg, optimize Social Security monthly benefits, prepare for an emergency situation, discuss paying for long-term care expenses, and review our top 10 best next steps to take to assist your elderly parents.

Attend in person or Zoom - link to be sent upon RSVP if you request to attend virtually.

Singles' Mix and Mingle

Join us for a night of cold drinks, warm appetizers, and fun at Station One by Shovel Town Brewery in Foxboro. Perhaps you'll find romance, your new favorite craft beer, or both!