by cambridgesourcesites | Oct 19, 2016 | private wealth event
Prosperity is about being successful. Not just with your money, but with your life. This interactive workshop will focus on both, and provide you with actionable tools to create your own personal “Prosperity Picture.” You’ll leave the workshop with a five step system,...
by cambridgesourcesites | Oct 19, 2016 | retirement event
Join us for lunch and an informative and interactive discussion with Pamela O’Rourke Managing Principal from Integrated Retirement. Pam has been active as an ERISA attorney and consultant in the retirement services industry for more than 25 years and she will share...
by cambridgesourcesites | Oct 19, 2016 | retirement plan blog
Retirement plans are one of the most important financial benefits a company can provide. As your company grows, so does the impact of your retirement plan – as well as the sophistication of its needs and your personal liability! If you aren’t currently utilizing the...