June 7, 2013
Invitation to Upcoming Sechrest Client Event
We invite you to attend our upcoming Client Event with Nancy Crowley, the Executive Director of Concord Park (an assisted living facility in Concord, MA) giving a presentation on elder care planning issues.
Many of our clients (and our own families and friends) are dealing with this sensitive and important topic. Nancy is going to share her insight and perspective on this issue from her experiences in this field. Concord Park has Independent and Assisted Living Facilities, as well as a Memory Support Neighborhood for those with memory loss and Alzheimer's disease.
Date - Wednesday, June 26th:
5:30PM - 6:00PM - Socializing, heavy hor d'oeuvres, drinks
6:00PM - 7:00PM - Nancy Crowley's presentation
7:00PM - 8:00PM - Q&A, additional socializing
Location - At the RBT Conference Center conference room in our building (entrance is around the back of our building). One Acton Place, 526 Main Street, Acton, MA 01720.
RSVP - Please RSVP to Kathy Kiezulas (e-mail - firstname.lastname@example.org; phone - 978-263-7771) by 6/19/2013.
Please let us know if you have any food allergies.
Thank you again for having us be your CPA!
“They go above and beyond what you would expect”
“Jarod and the team take a personal interest in us as clients”
“A trusted relationship, not just a client relationship”
“Their approach to financial planning is well thought out and well planned”