May 11, 2013
Save the Date for Upcoming Client Events
Tax season is over, we've had a string of beautiful weather, and Summer is just around the corner! We hope all is going well in your and your family's lives.
We wanted to announce a "Save The Date" for the following upcoming SFS Client Events to add to your Calendars. We'll send out invitations for the events at a later date.
1. Wednesday, June 26th at 5:30PM - 8:00PM - Nancy Crowley, the Director of Concord Park (an assisted living facility in Concord, MA) is going to give us a presentation on elder care planning issues. Many of our clients (and our own family and friends) are dealing with this sensitive and important topic. Nancy is going to share with us her insight and perspective on on this issue from her experiences at Concord Park.
(Please feel free to bring a friend or someone you know who might benefit from hearing about this topic, as well as someone you know who might benefit from being an SFS client.)
Tentative 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.
2. Saturday, July 27th at 4PM - 7PM (rain date on Sunday, July 28th from 4PM - 7PM) - Garden Party at Steve and Cindy's house. This is purely social; we're not having a speaker. We'll have music, food and garden tours!
(This event is for SFS Clients only.)
Location - Steve and Cindy's house - 8 Silver Hill Road, Acton, MA 01720.
We look forward to seeing you at these events! Thank you again for having us be your financial advisor and CPA.
“Personable, they honestly care about me and my family”
“Proactive, trust them, responsive … well-versed on tax laws and issues”
“Very personal approach, conservative, steady, deep knowledge with personal and business issues”
“Great investment advice, like their flat fee for wealth management planning work … it makes it easy for us”