facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

Wine, Dine & Design Your Financial Future

We invite you to join us at The Copper Door in Salem, NH for a thoughtfully curated dinner experience designed for women navigating important retirement decisions.

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.

📞 Kindly reserve your seat by calling 508-735-7579

During the Evening, We’ll Discuss:

•  Strategic timing for claiming Social Security

• Understanding Medicare choices and enrollment timelines

• Tax considerations that may impact your benefits

• How current legislative changes could affect retirement income planning

Our goal is to simplify the complex — and provide practical knowledge you can use immediately.

📅 Date: April 23

⏰ Time: 6:00 PM

📍 Location: 41 S Broadway, Salem, NH 03079

Meet Your Hosts

Samantha and Jessica are sisters and financial advisors specializing in retirement planning for individuals and families throughout New England. With offices in Windham, NH and Worcester, MA, they are passionate about helping individuals approach retirement with clarity, confidence, and financial independence.

Frequently Asked Questions

Who is this event designed for? Women age 50+ and their spouses who want a deeper understanding of Social Security, Medicare, and retirement strategy, whether they currently work with an advisor or are exploring their options.

Is there any obligation? None whatsoever. This is an educational event created to foster informed decision-making in a comfortable, female-focused environment.

Is parking available? Yes. Complimentary on-site parking is available at The Copper Door.

May I bring a guest? Absolutely. You are welcome to bring a spouse or friend — simply register them when reserving your seat.

📞 Kindly reserve your seat by calling 508-735-7579

Check the background of this firm/advisor on FINRA’s BrokerCheck.