Events
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 I 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.
Watch the Davis Wealth Management Advisor Team chat about various financial topics on the Path to Wealth and Wisdom TV show airing every Saturday 10:30 am on NECN. Steve and Sean are also on the radio every Thrusday at 12:30 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 Tuesday at 8:30 am on 99.7 WNTK. Would rather listen on your own schedule. Path to Wealth and Wisdom podcast
Upcoming Events
October 4, 2022
6:00p - 8:00p
Granite Rstaurant at The Centennial Inn
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 potentially increase retirement income.
October 5, 2022
6:00p - 8:00p
Granite Restaurant at The Centennial Inn
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 potentially increase retirement income.
November 1, 2022
6:00p - 8:00p
The Foundry
Retirement Income Planning- Manchester, 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 potentially increase retirement income.
November 3, 2022
6:00p - 8:00p
The Foundry
Retirement Income Planning- Manchester, 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 potentially increase retirement income.
Past Events
September 22, 2022
6:00p - 9:00p
Seasons 52 Fresh Grill
The Path to Wealth and Wisdom Workshop- Burlington, MA
Building a stronger foundation for your retirement income. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. During this event Sean Tole will share some ideas and strategies to help ensure financial peace of mind and security throughout the golden years.
September 20, 2022
6:00p - 9:00p
Seasons 52
The Path to Wealth and Wisdom Workshop- Burlington, MA
Building a stronger foundation for your retirement income. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. During this event Sean Tole will share some ideas and strategies to help ensure financial peace of mind and security throughout the golden years.