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November Smart Counsel Series – Yours, Mine and Ours – Planning for Blended Families

Join us for the next presentation in our Smart Counsel Series on Thursday, November 16, 2017, from 6:00 pm to 7:30 pm at our office at 858 Washington Street, Dedham, Massachusetts, for our program on Yours, Mine and Ours – Planning for Blended Families.

Wine, cheese and other light refreshments will be served.  Contact Kenzie Sayward at 781/461-1020 or to reserve a spot for you and a friend.

The program is free but space is limited so don’t delay!

September Smart Counsel Series

Our September 14th program featured Steve Samuel, Pam Greenfield and Tobe Gerard CLTC, MBA, MLS, LIA, with a presentation on Long-Term Care Insurance: What is It, Do you Need It and Can you Afford It?  We had a full house at our program and attendees asked questions about what is involved in qualifying for long term care insurance, the various types of policies available, the costs involved in purchasing long term care insurance, and the benefits of owning this type of insurance.