At Scott Advisory Group, we aim to make financial planning an enjoyable experience, not a daunting one. We believe that planning for the future should be engaging and empowering. To create a relaxed and fun atmosphere, we host various events in unique locations like restaurants, boutiques, spas, and other enjoyable venues. Our events cover a range of essential financial topics that help individuals navigate key areas such as Medicare, Social Security, life insurance, estate planning, and retirement income strategies.
In addition to our general financial planning events, we are proud to offer special sessions tailored for women. These events create a supportive space where women can connect, learn, and build their financial knowledge. With a straightforward, approachable style, our women's events encourage open discussions and provide clarity on financial matters, helping participants feel more confident about their financial futures.
We are committed to being your trusted partner in financial education. Through meaningful connections and thoughtful conversations, we help you gain the knowledge you need while enjoying a more relaxed approach to retirement planning. Stay connected with us to learn more about upcoming events and receive exclusive invitations directly to your inbox.
Enjoy a complimentary dinner and wine in a warm, welcoming atmosphere while we guide you through the key financial considerations that can shape your retirement income for years to come. This event is ideal for women approaching retirement or preparing to claim Social Security who want clarity, confidence, and a well-informed strategy.
Join us for an educational and complimentary dinner at The Sole Proprietor in Worcester, MA, on April 17, 2025, to learn the basics of taking your Social Security and how to navigate Medicare, taxes, and retirement strategies.
Join us for an educational dinner at The Copper Door in Salem, NH on March 6th, 2024 to learn the basics of taking your Social Security and how to supplement that income in retirement.
A luncheon presentation for retiring or already retired women. We'll answer your questions in an easy going and comfortable atmosphere.
Join female Financial Advisors, Jessica Scott and Samantha Scott of Scott Advisory Group for an engaging discussion covering current events, our market outlook, and strategies to plan for a successful retirement. This event is ideal for women who are recently retired or plan to retire within the next ten years. Enjoy dinner and drinks during our presentation followed by Q&A and a chance to talk one on one with an Advisor.
At our Medicare Planning Ladies’ Luncheon we will cover the many topics surrounding healthcare in retirement including Medicare, Prescription Drug Costs, Supplemental Insurance, and estimating your costs so that you can plan accordingly.