• Get answers to your questions regarding a Simplified Employee Pension (SEP) or 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, December 1, 2022
Location: Salem Street Banking Center, 243 Salem Street, Medford, MA 02155

Register Today!

Fill out the form online, call, or email one of the managers below to schedule an appointment.

Once registered, a customer service representative will contact you to confirm an appointment time.