Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Upcoming Events

Today's notion of retirement is very different from that of previous generations. Individuals are working and living longer, and are faced with the challenges of both caring for elderly parents and providing for the needs of adult children. In this course, you'll learn to assess your retirement needs, position your assets to meet those needs, and take advantage of tax savings while maximizing government retirement benefits. You'll leave with detailed strategies for ending up with sufficient income to enjoy a comfortable, secure retirement.
October 16, 2019
7:00p - 8:30p

Surviving Market Swings- Investment Strategies for Uncertain Markets Market cycles are a normal aspect of investing. Investors are searching for guidance and strategies that will help them deal with frequent shifts in their portfolios and avoid making mistakes. This seminar focuses on helping investors strengthen and diversify their portfolios, keep expectations in check, and utilize fundamental investment tactics to enhance their potential for success. The seminar covers recent events on Wall Street, challenges facing the economy, and the unpredictability of financial markets.
November 7, 2019
6:30p - 8:30p

Office:	(781) 559-0320
Fax:	(781) 559-0321