Boston skyline across the Charles River
Massachusetts · September 2026 – April 2027

The Financial
Freedom
Blueprint Tour.

12 cities. One mission.
Building financially empowered communities across Massachusetts, one conversation at a time.

12 Massachusetts communities2026–2027A community-first initiative
A stronger financial future.
For you. For your family. For your community.

Your future. Your blueprint.

Protect your incomeBuild wealthPrepare for retirementLeave a legacy

The journey across Massachusetts

Next stop: your community.

Find a tour stop near you and take the next step toward your financial future.

Marlborough.
Massachusetts · Stop 03 of 12
07Nov 2026
Confirmed

Financial Freedom Blueprint Tour

Sat, November 7, 2026
11:00 AM–1:00 PM
Marlborough, MA · Venue to be announced
Financial education & community
Framingham.
Massachusetts · Stop 04 of 12
21Nov 2026
Proposed

Financial Freedom Blueprint Tour

Sat, November 21, 2026
11:00 AM–1:00 PM
Framingham, MA · Venue to be announced
Financial education & community

December: Financial Freedom Follow-Through Month. The tour returns in January.
Proposed dates and the finale are subject to confirmation.

More than a seminar

A blueprint for every
chapter of your life.

Financial confidence begins with understanding. Our tour brings practical financial education and meaningful conversations into the heart of your community.

From protecting what matters today to preparing for tomorrow, explore a framework built around six essential steps.

Take your next step

Earn

Create a foundation for your financial future.

Protect

Safeguard your income and the people you love.

Save

Build intentional habits for tomorrow.

Grow

Explore strategies for long-term wealth.

Distribute

Prepare for life beyond your working years.

Transfer

Plan the legacy you want to leave.

One mission. Three ways forward.

Where will your journey begin?

Come for the education. Leave with a next step that matters to you.

Your financial next chapter

Explore a financial strategy session focused on your needs, your family, and your future.

A career with purpose

Discover financial services career pathways, licensing, training, and professional development.

Stronger, together

Bring financial education to your community through local relationships and partnerships.