Videos

Client Announcement from President & CEO, Jamie Upson, CFP®, CMFC, AAMS


January 2021 Market Update with Senior Financial Advisor, Andrew Nadeau, CFP® 


CARES Act Announcement with President & CEO, Jamie Upson, CFP®, CMFC, AAMS

Download the corresponding CARES Act whitepapers here.


SECURE Act: Understanding the New Rules Webinar with President & CEO, Jamie Upson, CFP® , CMFC, AAMS

Recorded: February 12, 2020

Presentation Slides


CIO's Corner: Quarterly Update Webinar with Chief Investment Officer, Chris Gauthier, CFA

Recorded: October 23, 2020