Marlborough Office:

11 Apex Drive, Suite 300A 

Marlborough, MA 01752  

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Hingham Office & Mailing Address: 
99 Derby Street, Suite 200

Hingham, MA 02043

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Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, DE, FL, GA, IN, MA, ME, MT, NC, NH, NJ, NY, PA, RI, SD, TX, VA & VT

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Videos

Check out some of our past webinars and short informational videos.

Reducing Stress by Taking Control of Your Holiday Spending

December 3, 2019

Presented by Brendan Sheehan with Waymark Wealth Management and guest speaker, Melissa Tossetti, founder of The Savvy Life. They will discuss finding holiday money, creating a holiday savings account, sharing imaginative gift ideas and the power of potluck!

How to Get into & Pay for College

November 11, 2019

Presented by Brendan Sheehan with Waymark Wealth Management and guest speaker, Rit Fuller, former Dean of Admission & Financial Aid of Hamilton College and current Waymark client.

6 Tips When Contemplating a Divorce

October 29, 2019

Our speaker is Attorney Russell P. Schwartz.  Russell has more than 31 years of practice, exclusively in the area of domestic relations litigation.  He is a noted trial attorney, who has litigated notable cases over the course of his career, resulting in the creation of new case law in Massachusetts.  During the webinar, Russell shares 6 tips he would recommend to his clients when they are considering a divorce.

Estate Planning 101

September 25, 2019

Our guest is Estate Planning Attorney David Guarino, Esq.  David concentrates his practice on the overlap of tax and estate planning issues and frequently includes the integration of special needs planning with traditional estate plans.  During the webinar, David discusses the different types of documents (e.g. wills, health care proxies, durable powers of attorney, trusts) and when each should be used.

Social Security and Retirement Planning

August 27, 2019

Our guest is Kurt Czarnowski.  Kurt was the former Regional Communications Director for the Social Security Administration (SSA) in New England, a position he held from 1991-2010.  During the webinar, Kurt discusses what to expect when electing your Social Security retirement benefits, how to calculate your estimated benefits and to debunk myths around Social Security income.