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Office Hours

We host a complimentary virtual class every month that is available to everyone. We cover topics such as The Secure Act, Long Term Care, and much more! If you would like to sign up for this months Office Hours click the "Book Appointment" button on our website to reserve your virtual seat. Make sure you tune in, class will be in session! 

Rethink Retirement

In the fall of 2018, I hosted the “Rethink Retirement” course at Worcester State University. During the two-night course participants learned about retirement and how to plan for it. Topics like 401(k)’s, IRA’s, and costs associated with retirement were all covered in detail to help participants think about their own retirement future. Graham Merk, CFP, ChFC, was able to use his 40+ years of experience to teach participants and answer any questions had by the audience.