Retire Ready | Devens

 Are you headed in the right direction as you look towards a comfortable retirement? 

Let us help you prepare and be ready.

Representatives of the Enterprise Wealth team will discuss key retirement planning issues and considerations, questions to ask, and steps to take to feel more confident as you plan for retirement.

About the Presenters:

              

Jason Bunker, CFP®
Financial Advisor, AVP
Enterprise Wealth Services 

Jason provides investment advisory, wealth management, retirement, and financial planning services. Jason holds FINRA Series 4, 7, 24, 51, and 66 securities registrations (held through Commonwealth Financial Network®) and is a Certified Financial Planner (CFP®).

Patricia Stevens, CFP®
Financial Advisor, AVP 
Enterprise Wealth Services

Patricia has 12 years of experience as a financial advisor. Tricia has FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network) as well as life, accident, and health insurance licenses. She also holds the Certified Financial Planner (CFP®) designation.

Register Now! 

Investment products are not a Deposit, not FDIC insured, not guaranteed by Enterprise Bank, not insured by any government agency, and may lose value.