Workshops

It you’re interested in any of these helpful workshops, call Eleanor Houbre 508.842.0539, Ext: 134
or email at [email protected]

Women's Listening Circle

A monthly meeting of women of all ages and stages to gain confidence in money matters.

Taxes in Retirement

Learn what you need to know about how your wealth will be taxed.

Year End Bottom Line

Harvesting your portfolio with the gains and your losses, to optimize your return.

The Security in Social Security

Make the rest of your life the best of your life.

Let's Get Real About Money Matters

Because women face a unique set of financial challenges, knowing how to invest and plan for the future is critical to achieving our financial security.

Identity Theft and Cyber Security

What you need to know.

It you’re interested in any of these helpful workshops, call Eleanor Houbre 508.842.0539, Ext: 134
or email at [email protected]

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