Complimentary Financial Planning & Investment Workshop

Event Details

Complimentary Financial Planning & Investment Workshop

Time: March 21, 2018 from 6:30pm to 7:30pm
Location: McCurdy Investments
Street: 212 Main Street
City/Town: Sturbridge
Website or Map: http://www.mccurdyinvestments…
Phone: 508-347-8107
Event Type: financial, planning, investment, workshop
Organized By: Dennis McCurdy CFP®
Latest Activity: Feb 12, 2018

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Event Description

Start 2018 off Right!
Complimentary Financial Planning & Investment Workshop
212 Main Street, Sturbridge, MA

Personal Financial Planning
This workshop is designed to provide the average person with the basic knowledge necessary to make beneficial financial decisions.
We will cover the following:

• Basic planning concepts and ideas
• How & What do I do about investing
• Retirement planning & Retirement plans
• Tools to make better personal financial decisions.

Wednesday, March 21, 2018: Time: 6:30 - 7:30
Please RSVP by March 16th to: or 508-347-8107
Seating is limited

Instructor: Dennis McCurdy CFP®
Registered Investment Financial Advisor

Dennis A. McCurdy is a CERTIFIED FINANCIAL PLANNER™ professional practicing at 212 Main St., Sturbridge, MA 01566. He can be reached at 508-347-8107 or at

ph: 508-347-8107
fax: 877-200-7506

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