​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


 

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All dates are from 9am - 4pm


Date: Thursday, June 12, 2025
Location: Trapelo Road Banking Center, 395 Trapelo Road, Belmont, MA 02478
 

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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.