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Back-to-school, Back-to-organization

Hi Everyone, Happy Wednesday!!! For many, your children have returned back to school and you are starting to establish a new school-year routine. This is the perfect time of year to get organized, finish the year off strong, and think about goals you have for the following year. Yes, now, not in January. ;) For those that you may know that do not have an estate plan in place, we are kicking off our seminar season strong! Please visit for a list of our upcoming events and share with those you know that are in need of an estate plan or a plan update. Our first event, "What to Keep and What to Shred: A Roadmap to Your Financial Documents," is Wednesday, September 20th at 6:30 P.M. at Charles River Bank in Medway, MA. In this seminar we'll cover how to manage your investment paperwork, how to stay organized during tax season, and how to properly store legal documents. For those of you with paper overwhelm, you won't want to miss this! Please e-mail Catrina Lopes at or call (508) 321-3115. Now is the time to get yourself organized! Contact us if you need to review beneficiary designations, update your estate plan, or need help getting your financial plan in place. Happy Fall and we look forward to hearing from you soon! Until next time, Amy

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