Charles River Bank Continues to Serve Community with Retirement Seminar
Oct 30, 2018 06:00AM
By Pamela Johnson
Are you a retiree or pre-retiree and looking to save some money on your taxes or learn how to make the recent tax legislation work to your advantage? Join experts Clint McHoul, VP/Director of Financial Services at Charles River Bank, and John Parrella, CPA of Liscombe & Parrella, P.C. as they host “Money-Saving Tax Strategies for Retirement: It’s Not What You Make, It’s What You Keep.”
During the presentation, McHoul and Parrella will break down the new Tax Cuts and Jobs Act, provide guidance on how to avoid common pitfalls of retirement income planning, give an overview on the various sources of retirement income and host a Q&A session after the presentation to answer any of your questions.
The seminar will take place on Wednesday, November 14th, at 6:30pm at Charles River Bank, 70 Main Street, Medway, MA 02053. Light refreshments will be served. RSVP to Catrina Lopes at 508-321-3115 or email [email protected] by Thursday, November 1.
“Many people are approaching retirement, and Charles River Bank wants to be there as a valuable resource during this important time. McHoul and Parrella are two local experts who have extensive knowledge of the retirement process and are excited to share what they know. Charles River Bank has always been here providing important financial information to our customers and community, from childhood through retirement and beyond,” said Charles River Bank President and CEO Jack Hamilton.
It is important that our customers understand that the products and services available through our department may not be considered a deposit, are not FDIC Insured, are not insured by a Federal Government Agency, are not guaranteed by the bank and may go down in value. The products and services are subject to market conditions and involve investment risk, including the possibility of loss of value. Products and Services made available through Cambridge Investment Research. Registered Representative, Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Adviser Representative, Cambridge investment Research Advisors, Inc., a Registered Investment Advisor. Charles River Bank and Cambridge are not affiliated. Please be advised that Cambridge Investment Research does not provide tax or legal advice.
Charles River Bank—with assets of $235 million—was founded in 1915, and continues to offer a wide range of individual and business banking services. The Bank's Main Office is located at 70 Main Street in Medway, and new state-of-the-art branches are located on the Bellingham/Franklin town line on Route 140 and in Mendon at 1 Hastings Street, at the intersection of Rte. 16 and North Avenue. Charles River Bank also operates a branch in Medway High School that serves as an educational facility and full-service branch. In 2016, Charles River Bank contributed more than $40,000 to community non-profit organizations.
For more information call 508-533-8661 or visit www.charlesriverbank.com.