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CYPN Wellness Series: Financial Wellness Overview

May 21, 2024 5:00 PM - 6:30 PM (EDT)

Description

Join the Concord Young Professionals Network (CYPN), and Mark Borak of Baystate Financial, for a workshop on financial wellness. Financial wellness means different things to different people. But regardless of who you are, there are a few topics everyone needs to consider. This session will help you:

  • Set savings goals and define an asset allocation strategy
  • Plan for retirement and protect what’s most important
  • Think about how best to transfer assets after you are gone

You may attend this event online or in person; you must sign up in advance.

Securities and Investment Advisory Services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. One Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500 . This event is intended for individuals residing in: MA, NH, NJ, NY, RI. Concord Young Professionals Network is not a subsidiary or affiliate of MML Investors Services, LLC CRN202602-3877016 

Time

Join us for snacks and networking from 5-5:30pm; the workshop will start promptly at 5:30pm.

Pricing

This event is complimentary.

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Contact Information

Name: Concord Young Professionals Network (CYPN)
Email: cypn@concordnhchamber.com

Join the Concord Young Professionals Network (CYPN), and Mark Borak of Baystate Financial, for a workshop on financial wellness. Financial wellness means different things to different people. But regardless of who you are, there are a few topics everyone needs to consider.

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