New Members
Exciting news!
We couldn’t get Ed Slott in Waltham last month, but now we have a chance to welcome him into our homes.
New York Life has lined up a webinar series called “The Power of Knowing” with Nationally-recognized IRA expert, accomplished author and CPA, Ed Slott, as the first speaker (see attached) to talk about the new SECURE Act and how a plan can help you keep your money and pay less taxes.
Ed’s presentation is scheduled for 2:00PM next Tuesday May 5, 2020. Please let me know if you’re interested and I’ll send you a link as soon as they get me the info.
Regards,
Mike
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*Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered
Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies
and NYLIFE Securities are New York Life Companies.
42 Main Street, Suite 3, Leominster, MA, 01453, (978) 534-0130.
Bright Future Financial LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
* PROTECT YOUR RETIREMENT FUNDS NOW, ...
Date and Time
Tuesday May 5, 2020
2:00 PM - 3:00 PM EDT
