Retire Ready Planning Seminar October 23

Are you headed in the right direction as you look towards retirement? Let us help you prepare for your journey. Please join us for an informative presentation and dinner buffet.

Date:  Tuesday, October 23, 2018
Place: Devens Common Center, 31 Andrews Parkway, Devens, MA
Time: Doors open and dinner buffet available at 5:30pm
Presentation begins at 6:00pm

Representatives of Enterprise Wealth will discuss key retirement planning issues and considerations to help you feel more confident ant retire ready. There will be time for Questions and Answers.

Jason Bunker, CFP®, Financial Advisor, AVP, Enterprise Wealth Services

Jason provides investment advisory, wealth management, retirement, and financial planning services. Jason holds FINRA Series 4, 7, 24, 51, and 66 securities registrations (held through Commonwealth Financial Network®) and is a Certified Financial Planner (CFP®).

 

Patricia Stevens, CFP®, Financial Advisor, AVP, Enterprise Wealth Services

Patricia has 12 years of experience as a financial advisor. She joined Enterprise Wealth Services in May 2012. Patricia has FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®) as well as life, accident, and health insurance licenses. She also holds the Certified Financial Planner (CFP®) designation.

Register online or contact Erin Faticanti at Erin.Faticanti@ebtc.com or 978-656-5676.

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