2019 Fall Seminar Series Announced!!

FALL WORKSHOPS

Join us for Dinner & Important Discussions You’ll Want to Hear

orange pumpkins

 

 

Thursday, September 12th

MAXIMIZING SOCIAL SECURITY BENEFITS

5:30pm – 7:00pm, 360 East Center Street, Manchester, CT

Creating a plan of action for Social Security can be an overwhelming prospect. This complex topic will be broken down by Robert Spence, CFP®, RICP®, Financial Planning Consultant, Raymond James Financial Services, Inc. Learn to maiximize your Social Security benefits and optimize your retirement strategy.

 

Thursday, October 10th    

DO YOU HAVE WHAT IT TAKES TO RETIRE?

5:30pm – 7:00pm, 360 East Center Street, Manchester, CT

Thomas F. Scanlon, CPA, CFP®, Raymond James Financial Services will review the different strategies you can use to best meet the challenges of retirement. From identifying your retirement goals to accessing your resources, to making a personalized plan, it’s never too early to discuss your options!

 

Thursday, November 14th

STOCK MARKET UPDATE

5:30pm – 7:00pm, 360 East Center Street, Manchester, CT

Industry Leader Fidelity Investments Regional Vice President Brian Winman will present a stock market update full of investment trends and tools. Don’t miss this opportunity to learn the latest news about the federal reserve, interest rate risks and diversification.

SAVE THE DATE & WE’LL SAVE YOU A SEAT!

Space is limited so call today!

RSVP to Maria (860)646-2465  * MariaM@Borgidacpas.com

Tom Scanlon has over twenty-five years experience in public accounting with an extensive background in the areas of financial, tax and estate planning.

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