Join Us for a Complimentary Dinner Seminar

Join the more than  4,000 people on the South Shore who have attended a dinner seminar.

The IRS Has a Plan for Your Money - Do You?

Dinner is on us, but seating is limited. We encourage you to reserve your spot early.

Nov 10 at 6:30 pm | The Capital Grille - Dedham, MA

Nov 12 at 6:30 pm | The Capital Grille - Dedham, MA

Dec 1 at 6:30 pm | Tosca - Hingham, MA

Dec 2 at 6:30 pm | Tosca - Hingham, MA

Jan 5 at 6:30 pm | Red Lion Inn - Cohassett, MA

Jan 7 at 6:30 pm | Red Lion Inn - Cohassett, MA

Click Here to Choose
a Date and Register

At the Complimentary Dinner Seminar We Break Down:

Taxes in Retirement

Why your future tax bill, not the market, could be the bigger threat.

Surviving-Spouse Tax Trap

How losing a spouse could quietly push the survivor into a higher tax bracket.

Roth Conversion Window

Pay taxes now while rates are low, or risk paying more on the same dollars later.

The Order to Spend

The order you tap into your accounts could quietly cost, or save, you thousands.

A Path, Not a Problem

Leave your family a plan, not a tax bill and a tangle to sort out.

Can't Make it to a Seminar?
Schedule a Meeting. We'll cover the same ground one-on-one.

Schedule a Time to Meet

Disclosure

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 6034751 - 10/26

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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of South Shore Retirement Services is stated or implied. Retire South Shore Radio is a paid placement. Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements. 6034751 - 10/26