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.

More News

See All

NPC to Host Free Virtual Seminar on June 3

Enterprise Bank’s Non-Profit CollaborativeSM will present “Future Proofing Your Organization: The 10 Elements in Creating a True Board Development & Recruitment Program,” on Tuesday, June 3, 2025, at 9:00 a.m.

Enterprise Bancorp, Inc. Announces Q1 2025 Dividend

On April 15, 2025, the Board of Directors of Enterprise Bancorp, Inc. declared a quarterly dividend of $0.25 per share to be paid on June 2, 2025, to shareholders of record as of May 12, 2025.

Heather Francoeur Named to 20 Outstanding Women List

Heather Francoeur, senior branch relationship manager, VP with Enterprise Bank, was recently named to WZID’s 2025 list of 20 Outstanding Women.

Do you want to call or text us?

Call Us Text Us

Leaving Site Confirmation