Broker Check

Events

Our team is committed to keeping our clients and professional network informed and engaged with us, so we can provide the best possible service. Sign-up for an upcoming event below or contact us to receive a recording of a past evet, when available. Please feel welcome to invite a guest to join you!

 

Upcoming Events

July 8, 2020

12:00p - 1:00p

Zoom Webinar

Register

Past Events

May 20, 2020

12:00p - 12:45p

Zoom Webinar

Disabled? Me? Never!

How valuable is your income? Let's review Individual Disability Income (DI) Insurance and you.

May 18, 2020

3:00p - 4:00p

Zoom Webinar

The Social Side of Retirement

Join Baystate's Advanced Markets Agency Director Jennifer N. Shea, JD, MBA, CFP® for a discussion and Q&A on retirement.

May 5, 2020

1:00p - 1:45p

Zoom Webinar

Disabled? Me? Never!

How valuable is your income? Let's review Individual Disability Income (DI) Insurance and you.

April 21, 2020

1:00p - 1:45p

Zoom Webinar

A Historical Look at Investment Markets

Time, diversification and the volatility of returns. A historical look at investment markets, in 4 slides.

Event Registration


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