Have questions about IRAs?
- Get answers to your questions regarding Individual Retirement Accounts (IRAs)
- Bring in your statements – we will review and make recommendations
- Review your different options
- Receive advice from a local expert
- Consolidate your accounts
- Discuss your retirement income strategies
Date: Thursday, September 30, 2021
Time: 9am - 4pm
Location: Main Office, 292 Cambridge Street, Cambridge, MA 02141
Complete the form below, call, or email John Kirwan or Robyn Lonardelli to schedule a complimentary review at Main Office.
Once registered, a customer service representative will contact you to confirm an appointment time.