Upcoming Events
Financial education is important.
That’s why we created the webinar and workshop series below— in order to make informed decisions, you need to first make sure you’re informed. Check out the list below to find a date and time that works best for you.
Save the Dates!
Please email Brian Luce at bluce@financialguide.com for more information & registration links.
Shred Truck & Ice Cream Treat
Join us for a special Shredding and Ice Cream event, sponsored by Triangle Credit Union and hosted by Triangle Financial Group’s Brian Luce. This event is exclusively for our valued members and their families.
Event Highlights:
Secure Shredding: Clean out your old, unnecessary documents with our secure shredding services.
Delicious Ice Cream: After shredding, treat yourself and your family to a variety of delicious ice creams.
Family Fun: Bring the kids! We have activities planned to ensure everyone has a great time.
Estate and Retirement Planning Webinar
JOIN US!
Free Webinar
Estate and Retirement Planning
Guest presenter, Fred Forman & Alan Potvin, will discuss recent changes in Estate Law and will participate in a Q&A session with attendees.
Brain Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 43 Constitution Drive, Suite 201- Bedford, NH 03110 - 603-471-4300
This event is intended for individuals in: NH, MA, ME, VT, NY, NJ, FL, VA, TX. Individuals outside of these jurisdictions should not attend. by joining this event, you are consenting to being recorded.
Alyssa Pockell and Alan Potvin are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.
CRN202209-267982
Medicare Webinar
JOIN US!
Free Webinar
Medicare
Brian Luce, will discuss any recent changes in Medicare and will participate in a Q&A session with attendees.
Brain Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org
43 Constitution Drive, Suite 201- Bedford, NH 03110 - 603-471-4300
This event is intended for individuals in: NH, MA, ME, VT, NY, NJ, FL, VA, TX. Individuals outside of these jurisdictions should not attend. by joining this event, you are consenting to being recorded.
Estate and Retirement Planning Webinar
JOIN US!
Free Webinar
Estate and Retirement Planning
Guest presenter, Fred Forman & Alan Potvin, will discuss recent changes in Estate Law and will participate in a Q&A session with attendees.
Brain Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 43 Constitution Drive, Suite 201- Bedford, NH 03110 - 603-471-4300
This event is intended for individuals in: NH, MA, ME, VT, NY, NJ, FL, VA, TX. Individuals outside of these jurisdictions should not attend. by joining this event, you are consenting to being recorded.
Alyssa Pockell and Alan Potvin are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.
CRN202209-267982
Medicare Webinar
JOIN US!
Free Webinar
Medicare
Brian Luce, will discuss any recent changes in Medicare and will participate in a Q&A session with attendees.
Brain Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org
43 Constitution Drive, Suite 201- Bedford, NH 03110 - 603-471-4300
This event is intended for individuals in: NH, MA, ME, VT, NY, NJ, FL, VA, TX. Individuals outside of these jurisdictions should not attend. by joining this event, you are consenting to being recorded.
Make a Social Call Webinar
JOIN US!
Free Webinar
Make a Social Call
The Social Side of Retirement seminar uses a little history, fun facts, and information about Social Security retirement benefits to get attendees thinking about social security and how it fits their retirement plan. Topics include: the history and future of Social Security, understanding retirement benefits and making the right decisions. Also covered are the Social Security Retirement Estimator and other online tools for planning purposes, examples and impacts of different filing strategies, considerations for same sex couples and working while collecting. This seminar is an excellent way to establish relationships with financially motivated prospects as well as form alliances with businesses and organizations within your community.
Investors Services, LLC or its affiliated companies. This event is intended for individuals in: New Hampshire and Massachusetts. Individuals outside of these jurisdictions should not attend. By joining this event, you are consenting to being recorded.
Products and services offered are: NOT A DEPOSIT - NOT NCUA INSURED - NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE CREDIT UNION - MAY GO DOWN IN VALUE. CRN202103-245028
Medicare Webinar
JOIN US!
Free Webinar
Medicare
Brian Luce, will discuss any recent changes in Medicare and will participate in a Q&A session with attendees.
Medicare Webinar
JOIN US!
Free Webinar
Medicare
Brian Luce, will discuss any recent changes in Medicare and will participate in a Q&A session with attendees.
Brain Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org
43 Constitution Drive, Suite 201- Bedford, NH 03110 - 603-471-4300
This event is intended for individuals in: NH, MA, ME, VT, NY, NJ, FL, VA, TX. Individuals outside of these jurisdictions should not attend. by joining this event, you are consenting to being recorded.
Estate and Retirement Planning Webinar
JOIN US!
Free Webinar
Estate and Retirement Planning
Guest presenter, Alyssa Pockell & Alan Potvin, will discuss recent changes in Estate Law and will participate in a Q&A session with attendees.
Brain Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 43 Constitution Drive, Suite 201- Bedford, NH 03110 - 603-471-4300
This event is intended for individuals in: NH, MA, ME, VT, NY, NJ, FL, VA, TX. Individuals outside of these jurisdictions should not attend. by joining this event, you are consenting to being recorded.
Alyssa Pockell and Alan Potvin are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.
CRN202209-267982