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Insight for the Tax Year Ahead

tax strategiesPlan to attend this seminar to learn powerful and up-to-date strategies to help reduce your taxes and protect your assets.

• Learn tax tips on how to potentially reduce your liabilities and meet your financial goals.

• Learn how to avoid unnecessary income & estate taxes and losses.

• Learn how to protect your assets and leave a lasting legacy.

NOTE: An exclusive program recommended for estates over $1 million.

2017 Tax Strategies

Be our dinner guest at one of these complimentary events:

cotuit

villagGio ristorante

Tuesday, July 18, 2017, 4:30pm
4631 Falmouth Road, Cotuit, MA

north FALMOUTH

Sea Crest Beach Hotel

Thursday, July 20, 2017, 4:30pm
350 Quaker Road, North Falmouth, MA

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To reserve your seat, please call or email

Call 888-673-5775 or Email us

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Can’t join us for dinner?

If you are unable to join us at one of these sessions, please contact us to schedule a no-cost, no-obligation consultation. Call 888-673-5775 or Email us

 

Robert C. Clowerfeatured speaker

Robert C. Clower

Bob has more than 25 years of experience as a financial and insurance advisor. His specialty and passion is retirement planning and he particularly enjoys working with clients who love the Cape as much as he does. Learn more.

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Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts