Important Tax Strategies, Limits and Deadlines We invite you to attend a free informational workshop designed to help you understand year-end tax, financial and estate planning strategies for individuals and businesses that are often overlooked or misunderstood. We will cover these primary areas of planning: 1. Retirement Planning: including retirement plan funding, limits and deadlines, […]
Date: Tuesday, March 6, 2018 | 6:30pm - 7:30pm Where: Assabet Valley Regional Technical High School 215 Fitchburg Street, Marlborough, MA Hosted by Catherine Dressel Financial Services Professional with Nylife Securites LLC Start your financial discussion! Learn about net worth, how to create a plan and what factors may impact it. Discuss wealth accumulation and legacy […]
You're invited to attend an exclusive FREE educational presentation. During this presentation you'll hear from wade Pfau, PhD, CFA, Professor of Retirement Income at The American College as he discusses how to efficiently maximize your retirement income by leveraging strategies including life insurance based on proven, award-winning retirement research. When: Wednesday, March 7, 2018 | […]
You're invited to attend and participate in an important planning conversation. This workshop will cover some of the challenges and opportunities of juggling responsibilities for raising children while supporting elderly parents. Free to attend, RSVP required. RSVP to cdressel@ft.newyorklife.com, Messenger, or cell: 508.981.8212
Tuesday, July 31, 2018 | 6:30 - 7:30 PM New York Life - Waltham 201 Jones Rd, 6th Floor Waltham, MA 02451 Topic: Managing Market Volatility Speaker: David O'Sullivan Investment Specialist New York Life Insurance Company For more information To RSVP, please contact Catherine Dressel, Agent, New York Life Ins. Co., Registered Representative […]
