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Acton Countil On Aging
Many thanks to you and your father, George, for the Retirement and Estate Planning Strategies Workshop you conducted at the Acton Council on Aging yesterday.

We had such a large audience for a daytime program and many attendees commented on how useful the information was and how it gave them a lot to think about. You both were so patient in answering questions, even from those who interrupted you! We appreciate how you explain complicated things in a way that is easy to understand and give a lot of real-life examples from your client experiences that people can relate to. We felt reassured by the fact that you were here as part of SOFA’s speakers bureau as so often people who present on financial subjects are trying to sell something or aggressively gather new clients.

Thank you again and hope you will return in the future for another presentation!
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