Join us February 27th to discuss Common Financial Pitfalls of Small Business Owners
No one likes to think about these things and who has time? Ignoring them can have significant long
term impact on you, your family and your business. Join us for networking, learning and open
conversation about important topics such as:
- How can I plan for a smooth transition to Retirement?
- Will I have enough to maintain my lifestyle in retirement?
- How can I reduce my taxes?
- What if everything doesn’t go according to plan?
- What if I’m hurt and can’t work?
- What will my family do if something happens to me?
- What if something happens to my business partner?
Clint McHoul, CFP® will discuss real business cases that you might identify with. Clint is Vice President/Director of Financial Services at Charles River Bank and earned the Gold Award in Wealth Management in the 2024 MyFM Quest for the Best contest.
When: Thursday, February 27, 2025 5:00-7:00
Where: Charles River Bank
70 Main Street
Medway, MA
Food and refreshments will be served. Bring a family member, business partner, or fellow business
owner.
The products and services are subject to market conditions and involve investment risks, including the possibility of loss of value. Any questions about this should be taken up with the financial services department and/or any Bank Officer. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value. Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Charles River Bank and Cambridge are not affiliated. MyFM 101.3 Quest for the Best Gold Winner 2024 in the Wealth Management category. This award is based on a poll of the MyFM Media Group listeners. Results announced October 2024. This award is not indicative of investment performance.
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