EVENTS & SEMINARS

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

On-Demand Workshop

Learn the key steps to create a legacy that will last. Watch our virtual workshop on the Essentials of Estate Planning below, and contact us with questions or to schedule a consultation.

Upcoming Seminars

DATES: August 25th & August 31st

LOCATION: Westfield Athenaeum, 6 Elm Street, Westfield, MA 01085

TIME: 5:45-6:45 pm

RSVP: Required, please call 413-219-1084 to reserve your seat!

DATES: September 14th & October 20th

LOCATION: South Hadley Public Library,  2 Canal St, South Hadley, MA 01075

TIME: 6:00-7:00 pm

RSVP: Required, please call 413-219-1084 to reserve your seat!

ABOUT OUR SEMINARS

At JP SANTANIELLO Retirement Planning Solutions, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

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Register for a Seminar

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Contact Us

Phone: 413.505.4759

Email: pauls@jpsantaniello.com

Our Location

813 Williams Street

Longmeadow, MA 01106

Get Directions

Our Services

» Annuities

» Asset Protection

» Life Insurance

» Retirement Income Strategies

» Tax-Efficient Strategies

» Wealth Management

 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and JP Santaniello Retirement Planning Solutions are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

 

Full Disclosures | Brookstone ADV 2A