Tue, Mar. 20 2018
7:30 am – 9:00 am
Hilton Garden Inn Boston/Waltham
Busy professionals like you often don’t take the time to focus on your own financial health. But, in order to reach your goals in life, you need to develop a solid plan. There’s no question that the sooner you start planning and saving, the better prepared you will be. Whether you want to send your kids to college, buy a vacation home, start a business or retire early, experts note that those with a formal plan tend to save three times as much as those without a plan.
Join Eric Dean and Jethro Kollie, Financial Advisors with Concord Wealth Management, for this informative workshop and learn more about a secure financial future. This workshop focuses on six areas: planning for the future, protection, wealth accumulation, retirement planning, estate planning, and business planning.