Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
September 5, 2019
11:30a - 1:00p
Everett Senior Center
Senior Lunch Social Followed by Games and Fun.
September 10, 2019
10:30a - 12:00p
Everett Senior Center - Classroom
Please join us on September 10, 2019 at 10:30 am at the Everett Senior Center for a discussion on "Financial Decisions Retirees Face During Retirement." Particularly tax planning and how to reduce taxes on your social security income.