« Prev June 2025 Next » Monday Tuesday Wednesday Thursday Friday Saturday Sunday 1 2 3* MPN-WestboroughMPN-Westborough Time: 8:00 amZoom meeting. Contact jderamo@mypinnaclenetwork.com. 4* MPN-MansfieldMPN-Mansfield Time: 8:30 amThe meeting lasts 90 min. Contact admin@mypinnaclenetwork.com for Zoom information 5 6 7 8 9 10 11 12* MPN-NewtonMPN-Newton Time: 7:30 amPlease contact admin@mypinnaclenetwork.com for Zoom info. 13 14 15 16 17 18* Success Planning StrategiesSuccess Planning Strategies Time: 12:00 pmSuccession Planning Strategies for Your Business, free virtual webinar put on by Asset Strategy and Northern Bank* Business Transition StrategiesBusiness Transition Strategies Time: 5:30 pmEvent held by Touchstone Advisors , Lord Hobo Brewery in Woburn, 5:30 to 7:30 19 20 21 22 23 24 25* Tax Efficient Investment StratTax Efficient Investment Strat Time: 6:30 pmTax efficiency matters when it comes to your investments. There are strategies you can use to mitigate your tax exposure and avoid common pitfalls. Join us to learn about: • recent changes in tax rates • how filing status affects taxes • the benefits of tax deferral • creating tax efficiency in your portfolio This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies. 26 27 28 29 30 Calendar developed and supported by Kieran O'Shea
