Financial literacy equips us with the knowledge and skills we need to manage our finances effectively. It impacts almost every aspect of life - today, tomorrow, and for generations to come. For next several months, we will be hosting complimentary financial education webinars with guest speakers on the following topics: 

  • May 20, 2021: Key Estate Planning Steps for Everyone                         
    • Jeng Chiu, Delaware Life
      • JD, CFP Vice President National Sales Consulting
  • June 2, 2021: Retirement Income Planning
    • Matt Gill, Jackson National Life
      • Regional Vice President
  • June 30, 2021: ESG Responsible Investing
    •  Adrian Jackson, Eaton Vance
      • Vice President, Regional Director
    • Lenore Reiner, Calvert Funds
      • Vice President, Responsible Investment Strategy Specialist

Take charge and boost your financial wellness. Sign up for the upcoming webinars to learn new skills and create smart financial habits. To register for the May 20th webinar on Key Estate Planning Steps for Everyone, complete the form below. Once you are registered, an email will be sent with the link to join the webinar.

East Cambridge at Your Service

  • Curtis C. Jones Image

    Curtis C. Jones

    AVP, East Cambridge Savings Bank
    Financial Advisor,
    Infinex Investments, Inc.
    617.551.2315
    Email Curtis
  • Zenaida Orduna Image

    Zenaida Orduna

    East Cambridge Savings Bank
    Wealth Management Advisor,
    Infinex Investments, Inc.
    617.551.2543
    Email Zenaida

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