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
June 8, 2023
6:00p - 8:30p
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.
June 12, 2023
6:00p - 8:30p
Common Man
Your Healthy Retirement -Concord
Are you retired , or nearing retirement and looking for the confidence to take the next step? During this event, Sean Tole will share some ideas and strategies to help you potentially increase retirement income. Making sure you do not outlive your money is one of the most important issues in retirement planning.
Past Events
May 17, 2023
6:00p - 8:00p
The Camelot Center at the Holy Grail
Retirement Income Planning- Epping, 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.