Andrew Schwartz will be participating in a series of roundtable events hosted by The Graff-McNamara Group at Morgan Stanley.
Topics discussed will include Tax Saving Strategies, Retirement Plan Design, and Investment Management.
The roundtables will be held at various locations so you can select which is most convenient to attend:
- Tuesday, June 25 – 6:30-8:30 pm – at Granite Links Country Club, Quincy, MA
- Wednesday, June 26 – 6:30-8:30 pm – at The Westin Waltham Boston, Waltham, MA
- Tuesday, July 16 – 6:30-8:30 pm – at Teresa’s, Middleton, MA
For more info, please see the flyer. To rsvp, please call Daniel Dubeau at 781.681.4922 or email firstname.lastname@example.org.