• 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 

Date: Thursday, June 15, 2023
Time: 9am - 4pm
Location: Inman Square Banking Center, 1310 Cambridge Street, Cambridge, MA 02139
 

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.

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Date and Location:	June 15 - Inman Square Banking Center
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