Concord Council On Aging
I’m writing to thank you and your father, George, for the informative (and fun!) presentation you gave last week on New Retirement Planning Strategies here at the Concord Council on Aging.
We had an excellent turn out for the event, and I appreciated the time you and your father took to answer all of the questions our seniors had for you. You were able to convey fairly sophisticated financial planning concepts in a manner that folks with no financial background were able to understand. At times the topic was, by necessity, somewhat depressing – end of life planning, wills, beneficiaries – but you were able to keep the conversation light while giving those in attendance the information they needed.
Many of the people who attended the presentation made a point of thanking me for inviting you here to speak. I want to add my thanks to you both for delivering such an informative presentation!