Boston, MAUSA 02108
September 9, 2013
Financial services professional. I work with families and businesses to grow their wealth and protect their assets from taxes and risk [401(k)s; 403(b)s; investments; college savings; life insurance; long term care; etc.].
Excellent group. Casual atmosphere, but purposeful, actionable ideas / conversation.
HI there, stranger. :) How are you?
I would love to come on Sunday, however I have a previous engagement. I'll keep an eye out for the next event!
Welcome Patrick...hope to see you at the meeting tonight
Welcome all. I am glad you chose interest in the group. Having an accountability partner is the best thing to push ourselves. It is the intention of this group, to stretch ourselves and support each other in our journey. I hope to see you all at our first meeting in September at the Four Season Hotel in the Bristol Lounge in Boston. Bring some friends with you.