events

Important update: This meeting will be now be Virtual only due to weather expected on 3/14. Please do not go to the physical meeting location. Sera Capital Management is an investment advisory firm. With over 30 years experience, Carlos and Joe Sera will highlight a variety of tax efficient strategies…

SWCLA speaker for the March 6th meeting will be Dennis Antonopoulos, Financial Advisor, Edward Jones, since 2014. His office is located in Auburn at 5 Albert Street. You can reach him at 508 832 5385 or at dennis.antonopoulos@edwardjones.com Dennis specializes in working with individuals and small companies. He has been…

  This presentation will review our applicant qualifier in-depth. Best practice for screening tenants includes using an applicant qualifier. This objective point-scoring system ensures that your very expensive rental property will not be rented to the wrong tenant based on “gut feel”. Also, this guarantees applicants equal housing opportunity without…