Our Calendar

13th Annual Schooner Financial Associates Golf Tournament
We held our 13th annual invitational golf tournament on July 18, 2005 at the Indian Pond Country Club in Kingston, Massachusetts. Over 120 clients and their guests joined us to enjoy this spectacular new private course surrounded by wooded conservation lands. The grand prize (for a hole-in-one) was a new BMW. Unfortunately we didn’t have a lucky winner. We did manage however, to raise over $3,000 for the National Kidney Foundation.

Oakham Congregational Church Annual Golf Tournament
Art Gray co-chaired another golf tournament for the Oakham Congregational Church in August 2005. Over 100 friends and neighbors attended the event. The tournament raised more than $9,000 for the church and the Oakham Opportunity Fund.


Seminars and Workshops
Be sure to ask us about our seminars and interactive workshops for your group or organization. We offer several educational workshops on a number of important topics, including:

1. Long-Term Care The need for long-term care, common misconceptions and your options (includes an overview of Medicare and Medicaid).

2. Retirement Planning How much will you need? Sources of retirement income, employer-sponsored plans, personal savings and investments (discussion with case studies).

3. Estate Planning and Charitable Giving Estate conservation and taxes, wills, trusts, types of property ownership (advantages/disadvantages), and probate (discussion with case studies).

4. Investment Fundamentals Establishing goals, types of investments, risk tolerance, designing a portfolio, diversification and asset allocation.

5. Women and Investing This seminar is aimed at women who are interested in establishing a portfolio of investments. The workshop is conducted by one of our affiliates who is a regional vice president of a large financial services corporation. She covers the basics from a womens perspective. Her discussions are always lively and thought provoking.

Participants to all of our seminars receive a colorful workbook containing an outline of our discussion, as well as exercises which will help identify needs and priorities. For more information on any of our seminars or interactive workshops call 800-393-4995 or send an e-mail to schooner@schoonerfinancial.com.