Join us for summertime CE! This event is Free for members. It is hosted by our partners and will be held at the John Hancock Building at the Seaport.
Non members are invited to join as well, but there is a small fee.
Topics: Planning for Medicare- BCBS
The 4% Withdrawal Rule is Not Safe in a Low Yield Environment – Morningstar
Alternative Investments- BMO Global Asset Management
Strengthening Your Clients Foundations With ETF’s- Building Blocks For a Diversified Portfolio
Opportunities in Developed Markets- Mainstay Investments
Reverse Mortgages- Slade Mortgage
Manage Risk & Volatility in Rising Rate Times with Convertible Bonds- Wellesley Investment Advisors