top of page
Long Term Investment Strategies
Tue, Oct 29
|Cape Cod Five HQ
Open to all CCMHG Members!
Tickets are not on sale
See other events
Time & Location
Oct 29, 2024, 5:15 PM – 6:15 PM
Cape Cod Five HQ, 1500 Iyannough Rd, Hyannis, MA 02601, USA
About the event
This workshop was designed specifically for Cape Cod Municipal Health Group members! During this workshop we will discuss saving for retirement: IRA’s, 457’s, 401k’s; College Savings: 529’s; and health care savings: long term care and HSA’s.
The panel will feature the following speakers, who will besa presenting within their area of expertise and then answering your questions:
•Jim Curran, Financial Know-How Program Manager
•Kimberly Williams, Senior Wealth Manager, Trust & Assets
bottom of page