Join us for three FREE CE eligible workshop sessions presented by Osaic Institutions, Inc. located at the East Cambridge Savings Bank. Great opportunity to network and lunch will be provided.

1031 Exchange Solutions & Investing in Private Placements Workshop photo Learn the ins and outs of how the 1031 Tax Exchange process works.

Business Succession Planning for the Family Business Discover how to prepare a plan for seamless business ownership transfer.

Uncovering Social Security Secrets Enhance your knowledge of social security benefits and eligibility requirements.

Fill out the form below to register and if you have any questions, please email marketing@ecsb.com. Space is limited!

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East Cambridge at Your Service

  • Curtis C. Jones Image

    Curtis C. Jones

    VP, East Cambridge Savings Bank
    Financial Advisor,
    Osaic Institutions, Inc.
    617.551.2315
    Email Curtis
  • Zenaida Orduna Image

    Zenaida Orduna

    AVP, East Cambridge Savings Bank
    Wealth Management Advisor,
    Osaic Institutions, Inc.
    617.551.2543
    Email Zenaida

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