05/07/2019
SDB Accounting & Tax Services, Inc. and the following list of professionals are sponsoring an educational event on Tuesday, May 14, 2019 at 3 Restaurant, 461 W. Central Street, Franklin MA.
Financial Forecast - Practical questions answered by local professionals. A no pressure no sell opportunity.
What mortgage can I afford?
What do I need to know about Medicare?
Are your children protected if you die?
How can I learn my home's current value?
Do I have the right insurance?
What happened on my 2018 tax return?
Did the Trump Tax Cut affect my small business?
Can I ever retire?
Am I paying to much for insurance?
Any thing else you may have on your mind.
Time: 6PM Open Bar
6:30 - Speaker Intro
7:00 Panel Discussion
7:30 Meet the Professionals
Participating professionals:
Samuel Blackmore, CPA - SDB Accounting & Tax Services
Julie Etter - BHHS Page Realty
Stephen Boucher - Envoy Mortgage
Ted Reardon - Reardon Insurance
Jason Carrozza - Family Legal Partners, P.C.
Paul Tamagni - Tamagni Wealth Advisors,LLC
BJ Carlucci - Healthmarkets Insurance Agency
