March Office Hours: Ask a Certified Financial Planner™ Professional

Zoom Meeting

Please join us for the March edition of Office Hours: Ask a Certified Financial Planner™. Office Hours will be held in the first part of each month and will include the following topics, as well as an opportunity to as your own questions: Market Minutes: A recap of what moved the markets during the previous month […]

Personal Insurance 101

Zoom Meeting

Have you ever wondered how much insurance you should have? Why you need it? How much it should cost? Join Lowell and Geoff for an in-depth analysis that will answer these questions and more. Bonus: they will be joined by personal insurance expert, Rob Flajole, who will discuss the 10 biggest personal insurance mistakes to […]