June 7, 2013
Reminder about Upcoming Sechrest Client Event
We wanted to send you this follow up invitation about attending our upcoming Client Event with Nancy Crowley, the Executive Director of Concord Park (an assisted living facility in Concord, MA). Nancy will be giving a presentation on the challenges that individuals deal with regarding elder care planning issues for themselves and their families.
If you haven't RSVP'd yet and would like to attend, can you please do so to help us with planning for headcount?
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.
Guests - Please feel free to bring a Guest who you think would benefit from a presenation on this topic, and who would benefit from becoming a Sechrest client.
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 financial advisor and CPA!
“Great investment advice, like their flat fee for wealth management planning work … it makes it easy for us”
“A trusted relationship, not just a client relationship”
“They are comfortable with complex financial issues”
“On the wealth management side, they counsel me and are intellectually driven, conservative, and disciplined”