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Surviving Retirement / Tax Planning/Social Security Workshops

Surviving Retirement Workshop

At our Surviving Retirement Workshop, you will be learning about how to plan your retirement income, how to pursue an active, healthy and financially independent retirement, investments, health care planning and much more! 

Our next Surviving Retirement Workshop dates are: Pending




** To register for our Workshops please contact Samantha at 800-417-6353 *0432 or by email [email protected]



Tax Planning Workshop

At our Tax Planning Workshop we will be discussing some powerful tax strategies that could drastically reduce what you pay in taxes. This event will be filled with key tax-planning opportunities that could change you and your family’s financial future. You definitely do not want to miss out! 


Our next Tax Planning Workshops dates are: 

December 11th & 18th 2018

Time: 6:00 pm - 8:00 pm

Location: Casta Diva Restaurant

35 Solomon Pond Road

Northborough, MA 01532


** To register for our Workshops please contact Samantha at 800-417-6353 *0432 or by email [email protected]