Get answers to your questions regarding a
Simplified Employee Pension (SEP) or
Individual Retirement Account (IRA)
- 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
Register Today
All dates are from 9am - 4pm
Date: Thursday, April 10, 2025
Location: Chelsea Banking Center, 360 Broadway, Chelsea, MA 02150
Date: Thursday, May 8, 2025
Location: Broadway Banking Center, 105 Broadway, Arlington, MA 02474
Date: Thursday, June 12, 2025
Location: Trapelo Road Banking Center, 395 Trapelo Road, Belmont, MA 02478
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.