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.
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.