Welch & Forbes team members Naomi T. Dalessandro, CFA (Portfolio Manager) and Edward J. Sullivan, JD (Director of Client Development) will participate in a Wealth Management Breakfast Reception at North Hill Retirement Community in Needham, MA on Thursday, September 26 from 10:00am to noon.
See the below for more details on how to RSVP to this event:
If you have any additional questions about this event or need support in RSVP’ing, contact Edward J. Sullivan at 617-557-9800 or firstname.lastname@example.org.
Disclosure: Welch & Forbes is an invitee of this event and this advertisement should not be considered an endorsement by North Hill. This commentary is for informational purposes only, and should not be considered investment, financial, tax or other professional advice. It is not an offer or solicitation.
*There is no fee for the Initial Consultation or Portfolio X-Ray© for prospective clients. Portfolio X-Ray© is a Morningstar product that Welch & Forbes maintains a license for its use. The Estate Plan Review and Financial Plan are provided only to clients.