Our Calendar
(Click here to contact us for a no-cost, no-obligation consultation.)
January:* It's not too late to affect your April tax bill. Make plans now to explore your IRA options and perhaps make a difference in what you report to the IRS on April 15th. To learn more click here to contact Diane or call 617-585-4546.
February: You can expect six more weeks of winter. Take advantage of the long, cold nights by reading our newsletters and viewing our e-seminars. For complimentary reading material call Diane at 617-585-4546.
March: Time to think about investing for that summer vacation? The vacation that will not come to an end: Retirement. Don't delay. View Our Retirement e-Seminar. Call Diane today 617-585-4546 or click here to contact Diane.
April:* Is the TAX MAN taking too much of your business profits? You can invest in your business, your employees, and yourself and send less to Uncle Sam. Find our how to be tax-efficient by calling Diane at 617-585-4546 or click here to contact Diane.
May: School year coming to an end? Be sure your plan includes funding those
expensive college years! For information on a 529 CollegeFunding Program call Diane
at 617-585-4546 or click here to contact Diane.
June: Fixed Annuities vs. Variable Annuities: What are the differences and which annuity is right for you? Call Diane at 617-585-4546 or click here to contact Diane.
July: Life insurance is for the living. Help ensure that your family's dreams continue no matter what life has planned for you. Call Diane at 617-585-4546 for your quote today or click here to contact Diane.
August: Who would pay the bills? Life is filled with the unexpected. Will your Disability Income Insurance Protection cover your expenses? Be prepared by calling Diane today at 617-585-4546 or click here to contact Diane.
September: School's back! Your children are doing their homework. Are you doing yours? View Our Estate Planning e-Seminar. Call Diane for a Free Financial Profile at 617-585-4546 or click here to contact Diane.
October: Where is your money? What is the real return on your current investments? View Our Financial Management e-Seminar. Find out by calling Diane at 617-585-4546 or click here to contact Diane.
November: To alleviate your fear of the unknown when purchasing Life Insurance, call Diane at 617-585-4546 or click here to contact Diane to simplify the complex.
December: Schedule Your Annual Meeting! Preview your tax situation and be sure New Year's Eve is a time for celebration. Give Diane a call at 617-585-4546 or click here to contact Diane.
The following seminars can be scheduled for presentations to groups of twenty or more. Simply call Diane at 617-585-4546:
- Employment Transitions
Making Financial Decision During a Career Change
- College Funding
Investing in Your Children’s Future
- Retirement
Building a Comfortable Lifestyle for Tomorrow
- Investment Fundamentals
Five Myths and Truths of Investing
- Financial Management
Six Steps to Financial Success
(Click here to view our Electronic-Seminars.)
We look forward to meeting you soon!
* New England Financial and its affiliates do not provide tax or legal advice. Please consult your tax or legal advisor for such information.
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