Events & Educational Seminars
Continued learning can be essential for personal and professional growth, and we believe that staying informed helps our clients make empowered decisions about their financial futures. Whether you’re seeking to deepen your understanding of investment strategies or exploring new wealth management opportunities, our team is here to provide the support and resources you need. We’re committed to helping you stay ahead by offering valuable educational seminars and online learning sessions tailored to your needs.
Upcoming Events
Educational Seminars
Online Learning Sessions
Taxes in Retirement 567
If you’re nearing retirement or already retired, you may need to understand how taxes (including new changes) can impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. Join us as we discuss how the new tax laws can impact your income and investments.
Our next sessions are
July 22 and July 24 at 6:30pm
The Canton Public Library in Canton, MA.
Please call or email to register:
(508) 316-1949
[email protected]
2025 Market Outlook
The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market – and the markets have rallied even higher since the 2024 presidential election was decided.
But the new year brings new concerns for the economy. What impact could we see from President-elect Donald Trump’s promise to impose sweeping tariffs? How long will this bull market run continue? How much should we expect the Fed to cut rates in 2025?
Get answers to those questions and more by watching our 2025 Market Outlook Webinar, joined by Carson’s Ryan Detrick, Chief Market Strategist.
Webinars
Taxes in Retirement Webinar
As you approach or enjoy retirement, it can be crucial to understand how taxes—especially the recent changes— may affect your retirement income. Since tax situations vary from person to person and laws change annually, it can be difficult to find reliable and up-to-date information. Watch Chris Lund, CFP®, AIF®, President & Wealth Advisor, as he explores how the latest tax laws can impact your income and investments, helping you make informed decisions for your financial future.
Past Events
Shred Event
May 2025
Thank You for Joining Our Shred Event!
A heartfelt thank you to everyone who participated in our recent shred event! Your enthusiasm and support helped make it a success. We’re grateful to be building such a strong community together.
Stay tuned—more exciting events are on the way!