Seminars & Community Ed Classes

Renee and David offer classes on various financial topics.  We're delighted to add Keefe at Night in Framingham to our list of locations.  Money and Divorce is constantly updated with information we've obtained from professional seminars and courses, therapists, mediators, divorce attorneys and, of course, our own personal experiences.  Social Security – Optimizing Your Benefits has all new numbers for 2021 and strategies for integrating Social Security into your retirement plan.  Our newest class, Basics of Personal Finance and Investing, is designed for people in their 20's and 30's, or for anyone who wants to take control of their financial lives.  Retirement Planning for the Self-Employed will be time well spent for small business owners.



Please contact us if you need help with registration, have questions, or cannot attend class and would like a consultation. 

We look forward to seeing you in class.