Join us on October 13, 2021 at the Thayer House at 5:00 p.m. for a very special peek at what retirement looks like for a small business owner.

Learn from expert Clinton McHoul, CFP™, V.P., Director of Financial Services for Charles River Bank and join in the discussion on the retirement landscape for small business owners. Local Certified Financial Planner™, Clinton McHoul will lead the dialogue by outlining challenges faced by business owners as they prepare for the transition to retirement. He will identify key funding sources, share tax-efficient strategies, and tips on how to avoid pitfalls of retirement planning.

Program fee is $10 members, $15 nonmembers. Click here to Register for Meeting.