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Events

Adult Education- Retirement Course. What does it take to live a long and prosperous life? How much money do you need? Where does Social Security fit and how do you make the most of my assets? Will  you generate enough income? These are some of the questions our advisors address everyday in our live classes, webinars and other events.

Steve and Sean can be heard during drive time at 8:30 am on WTPL 107.7 WEMJ 107.3 and 1490 AM.  Sean is on the live radio show First Look with Peter St. James every other Wednesday at 8:30 am on 99.7 WNTK.  Would you rather listen on your own schedule? Path to Wealth and Wisdom podcast



 

Upcoming Events

January 31, 2023

6:00p - 8:00p

The Common Man Restaurant

Retirement Income Planning-Concord, NH

Retirement outlook for 2023. Learning how to avoid costly mistakes, may be the best investment you can make. During this event Sean Tole will share some ideas and strategies to help you potentially increase retirement income.

February 2, 2023

6:00p - 8:15p

The Common Man Restaurant

Retirement Income Planning- Concord NH

Learning how to avoid costly mistakes, may be the best investment you can make. During this event Sean Tole will share some ideas and strategies to help you with your retirement outlook for 2023.

February 15, 2023

6:30p - 8:30p

Colby- Sawyer College

Adult Education- Retirement Course- New London

Recent academic research indicates that a fundamental shift in retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes and estate planning .

February 21, 2023

6:30p - 8:30p

Colby- Sawyer College

Adult Education- Retirement Course -New London

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes and estate planning .

March 7, 2023

6:00p - 8:00p

The Foundry

Retirement Outlook for 2023- Manchester, NH

Focusing on 5 Key areas of retirement, Sean Tole will share some ideas and strategies to help you with your retirement outlook for 2023.

March 9, 2023

6:00p - 8:00p

The Foundry Restaurant

Retirement Income Planning- Manchster, NH

Learning how to avoid costly mistakes, may be the best investment you can make. During this event Sean Tole will share some ideas and strategies to help you with your retirement outlook for 2023.

Event Registration


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