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Upcoming Workshops

The Retirement Puzzle

June 2nd, 2026

6PM

186 Broadway
Farmington, ME 4938

If retirement feels more overwhelming than exciting, you’re not alone. This complimentary dinner workshop breaks the planning process into clear, manageable steps to help you better understand how to protect and maximize your hard-earned savings. Learn practical strategies to build a more confident “life after work” plan.

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Asset Protection Workshop

June 16th, 2026

10AM or 6PM

48 Gorham Road
Scarborough, ME 4074

Join us for an educational workshop, free to the public. This event will provide you with proven strategies to save fees, taxes and provide asset protection and security for you and your loved ones.

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Will Awareness Seminar

June 4th, 2026

10AM or 6PM

243 Washington Street
Bath, ME 4530

If you’re unsure whether you need a will, the best approach is to start with the facts. For anyone with a family, home, or financial accounts, a properly prepared will can help ensure your wishes are followed and your loved ones are protected. Join us for this complimentary informational seminar to learn more.

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Will Awareness Seminar

June 17th, 2026

10AM

49 Spring Street
Auburn, ME 4210

If you’re unsure whether you need a will, the best approach is to start with the facts. For anyone with a family, home, or financial accounts, a properly prepared will can help ensure your wishes are followed and your loved ones are protected. Join us for this complimentary informational seminar to learn more.

Register