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The Investment Center at Dedham Savings Presents the Second Seminar in a Three Part Retirement Planning Series

Planning for your retirement can be confusing. Let the Investment Center at Dedham Savings, which is available through Sorrento Pacific Financial, LLC*, help you navigate through this very important process with their three part retirement planning series. After the success of the first seminar entitled “The ABCs of Individual Retirement Accounts (IRAs)”, the series continues with “Consolidating Retirement Assets” in April and “Retirement Income Planning” in May.

 

The “Consolidating Retirement Assets” seminar will take place on Wednesday, April 9, 2014 from 5:30 pm – 6:45 pm in the Bank’s Main Office at 55 Elm Street, Dedham, MA and also on Tuesday, April 22nd from 6:45 pm – 8:00 pm in the Walpole Office at 1428 Main Street, Walpole, MA. Please join as Tom Benson and Dave Whitney, SPF* Financial Consultants, discuss how to consolidate your retirement accounts and organize your retirement assets. They will also discuss how IRA rollover accounts can simplify your life and review potential income from retirement accounts. Reserve your seat today by emailing investments@dedhamsavings.com or calling 781-355-7384.

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The last seminar is “Retirement Income Planning” on Wednesday, May 14th from 5:30 pm – 6:45 pm (Dedham) and Tuesday, May 20th from 6:45 pm – 8:00 pm (Walpole). Please feel free to visit www.dedhamsavings.com or call 781-329-6700 for more information.

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*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. Dedham Savings has contracted with SPF to make non-deposit investment products and services available to Bank clients.

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