• EDUCATION

As part of our promise to educate and to remain active in our communities, we offer financial planning tips, free webinars, and quick quizzes. Click below to view.

FINANCIAL PLANNING TIPS

Get To Know Your Money

WEBINARS

Investing 101

Brad joins the MA State Treasurer’s Office of Economic Empowerment to break down some basic investing concepts, cover relevant topics like cryptocurrency, and answer audience questions.

CARES Act & Your Retirement

Brad lead a discussion on the recently passed CARES Act, and how your retirement may be affected during the COVID-19 pandemic, for the MA State Treasurer’s Office of Economic Empowerment.