​Check out our upcoming events. If you are interested in attending, please email [email protected] to let her know you are interested and we will be in touch with you shortly.
​Tax Planning in Retirement Seminar
August 20th & 22nd
6:00 PM - 8:00 PM
Samuel Slater's
200 Gore Road Building #2
Webster, MA 010570
 
Maximizing Your Retirement Income Seminar
August 27th & 29th
6:00 PM - 8:00 PM
Casta Diva
35 Solomin Pond Road 
Northborough, MA 01532
Tax Planning in Retirement Seminar
September 3rd & 5th
6:00 PM - 8:00 PM
The Old Mill
69 State Road E
Westminster, MA 01473
 
The Changing World of Retirement Planning Seminar
September 10th & 12th
6:00 PM - 8:00 PM
O'Connor's Restaurant & Bar
1160 West Boylston Street
Worcester, MA 01606

​Call us at (888) 637-3847.

Retirement Advisers
202 Russell Street
Worcester, Massachusetts 01609
Ph. (888) 637-3847
Fx. (508) 519-3077
Em. [email protected]

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​Securities offered through Client One Securities, LLC Member FINRA/SIPC. Retirement Advisers and Client One Securities, LLC are not affiliated.
Licensed to sell insurance in the following States: MA, RI, CT, and ME.
Licensed Insurance Professional.  Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. 18642 - 2019/3/12
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.