Broker Check
18 April
PROTECTING WEALTH FOR AN AGING AMERICA: April 18th Seminar 6:30 PM-7:30 PM

Description

JOIN US! PROTECTING WEALTH FOR AN AGING AMERICA

Richard Howell, MBA & Tommy Fisher, MBA will help to educate attendees on the complexities involved with eldercare planning.  

   

Join The Bulfinch Group, in person, for this complimentary seminar.  

This informational session will guide you through practical actions to help navigate the financial, and long-term care aspects of aging with grace and confidence. Three take aways include:

  • Understanding implications for an aging America
  • Collaborate elder planning with a shared purpose
  • Steps to take for generational peace of mind

LOCATION of SEMINAR: 

CareOne - Sharon - Assisted Living Facility

Sharon, MA 02067

CareOne Assisted Living Faciliy - Sharon, MA

Richard Howell, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 160 Gould Street, Suite 310, Needham, MA 02494, (781) 449-4402. Securities products/services and advisory services are offered through PAS, a member FINRA, SIPC. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Richard Howell, CA Insurance license #4128503. 2024-171075 EXP 4/19/24

Date and Time

Thu, Apr 18, 2024

6:30p - 7:30p EST

Location

CareOne - Assisted Living Facility

675 South Main Street
Sharon , MA 02067
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Event Registration