Actively educating our communities

We offer periodic seminars because we are passionate about educating you to help you take more control of your long term financial success. Please continue to check back for the latest offering from our team and the community. 

Baby Finance 101

Jan 28, 2020 06:00 PM - Jan 28, 2020 08:00 PM Eastern Standard Time
58 Claredon St. Boston, MA , 02116

Kids aren’t cheap, and figuring out the next steps during the biggest transition of your life isn’t easy. We’re here to help.

Join us as we discuss what you need to do to prepare your family and your new baby for financial success. We’ll talk early college fund prep and preparing for future financial aid, appropriate insurance, wills, financial considerations while not working, HSAs, daycare expenses and more.

RSVP

Shovel Town Brewery

Oct 29, 2019 06:00 PM - Oct 29, 2019 08:00 PM Eastern Daylight Time
Shovel Town Brewery 50 Oliver St. North Easton, MA , 02356

Come get your retirement rundown on tap. We’ll cover the big retirement mistakes to avoid, while helping you optimize your lifetime Social Security benefit check, all while you kick back a few locally-brewed cold ones.


Social Security and Medicare

Sep 24, 2019 06:00 PM - Sep 24, 2019 08:00 PM Eastern Daylight Time
Queset House 51 Main St. North Easton, MA , 02356

A properly planned Social Security benefit can be worth over $1.125 million, but a wrong move in Social Security benefits can cost you almost half that. Help protect yourself from making the wrong moves and learn what you need to know about Medicare.



Previous offerings

Retirement, Social Security, Long Term Care: What you need to know

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Social Security, Medicare & Retirement: All you need to know

Speaker: Nora Yousif

Market Outlook and Key Themes

Speakers: RBC economists Janet Engels and Lindsay Strickland

Retirement, Social Security & Medicare

Speaker: Nora Yousif

Social Security

Speaker: Nora Yousif

Financial Mentor

Speaker: Nora Yousif

The Boston Club – Financial Affinity Group: College & Social Security

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Boss Lady's Toolkit: What is your brand? What is your plan?

Speakers: Nora Yousif and guests

2nd Annual Women's Business Success Summit Conference

Speaker: Nora Yousif

The WELL Summit Conference: Your Financial Wellness

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Success Using the New England Patriots Playbook

Speakers: Nora Yousif and Dion Lewis

Women, Wine and Wall Street Series: Aging Gracefully, Physically & Financially

Speakers: Nora Yousif and guest

Client Appreciation Event: Portfolio Prepared for 2017? Trends for Wealth Building

Speakers: Bob Dickey, Sean C. Gray

Your Financial Roadmap: 30s, 40s, 50s

Speaker: Nora Yousif

Keynote Address: Being in and servicing a family business

Speaker: Nora Yousif

Protect and Plan Your Social Security Lifetime Benefit

Speaker: Nora Yousif

Your Money Roadmap

Speaker: Nora Yousif

Money Mindset: Is it your goal to be a Millionaire?

Speakers: Nora Yousif, Arianna Huffington, Karen Kaplan, Kip Hollister, Jenny Johnson and more.