Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades.
Concord, MA
Joined June 2014
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Hey @GeneSteratore, Could Mike Vrabel have thrown a challenge flag on this play looking for defensive pass interference? Seems like that level of contact (multiple points of impact) would be hard to ignore for the booth on replay, right?
Want to wish one of our favorite charitable @Patriots @McCourtyTwins Devin McCourty luck with his nomination to be the NFL Walter Payton Man of The Year. #WPMOYChallengeMcCourty
Happy Thanksgiving from the Twelve Points Wealth Management family. #HappyThanksgiving
How do your employees feel about their 401(k) plans? If you don't know, perhaps it's time for a review. twelvepointsretirement.com/ #401k #RetirementPlanning
We'll discuss tools and techniques to ensure that you are maximizing your annual gifting program to family and philanthropy during our live webinar tomorrow, Tuesday, Nov 20 at 12pm. Register here: bit.ly/giftingtips #annualgifting #charity #legacy
Whether it is donating to charities or gifting money to loved ones, we will teach you tips and tricks to make the most of your generosity, going far beyond simple tax deductions. bit.ly/giftingtips #generosity #charity #legacy
Francesca Federico talks with Financial Advisor IQ about her start as a young woman in a male dominated industry, and how she is helping other women get their start in the world of finance. bit.ly/2qBG1eL #financialadvisor
Plan Sponsors: learn how to create the ideal #retirement plan, limit your fiduciary liability in a changing climate & avoid DOL fines. Register now for our 11/13 workshop in Andover, MA via @TPSUniversity bit.ly/2qAI0jm #Boston
What are the chances of disability? 1 in 3 working Americans will become disabled for 90 days or more before age 65. We talk disability insurance in this video: youtu.be/5WI3tiLEPA4 #disabilityinsurance
Our goal is to make our client's lives easier. bit.ly/2PjjcL0 #financialmanagement #personalfinance #riskmanagement
Consider employee demographics, like age, when selecting a plan for your company. bit.ly/2yXxs1I #retirementplan #401k #employeebenefits
"No one wants to work where they are not taken care of." twelvepointsretirement.com/ #retirementplan #401k #employeebenefits
Chris Cahill and Tim Borchers of @borcherstrust spoke about heirloom properties at a @NYSBA event last week. Tim and Chris co-founded second home planning website, Second Home Savvy. secondhomesavvy.com/
What questions do you have about wills, advanced directives or prenuptial agreements? We are answering them live during our webinar tomorrow, Oct. 23 at 12pm. Register here: bit.ly/importantlegaldocumen… #estateplanning #prenup
An estimated 56% of Americans do not have an up-to-date estate plan. If something were to happen to you, is your plan in place? Find out what the process entails during National Estate Planning Awareness Week. bit.ly/2yl8aLj #estateplanning
Do you have the legal documents you need to keep you and your family safe?
Living trusts, wills, prenuptial agreements will be discussed during our live webinar Tues, Oct. 23, 12-12:30pm. Register here: bit.ly/importantlegaldocumen… #estateplanning #livingtrusts #prenuptialagreement
Any time wasted outside of your expertise is either costing you money or, potentially putting you and your company at risk-Manny Frangiadakis bit.ly/2CD5j4q #retirementplanning
Johnny Luo, M.D., President of Doctor’s Choice and @TobeGerardIns, president of Tobe Gerard Insurance discuss what you need to know about Long-Term Care and Medicare. youtu.be/mKEPxT0L6Oc #DoctorsChoiceUSA #LongTermCare #Medicare
#Smallbusinessowners, don't forget about your own retirement planning. bit.ly/2CD5j4q #smallbiz #retirementplanning
What sets Twelve Points Wealth Management apart? Our true desire to help. bit.ly/2MG0XK1