Peter Morin RICP CLTC Financial Advisor with Eagle Strategies LLC

02/13/2025

New York Life is pleased to bring you one of America’s top IRA Experts, Ed Slott!
In this educational workshop, “Plan Smart, Retire Confident: Staying Ahead of Tax Changes,” Ed Slott focuses on how you can create a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions and life insurance planning. RSVP to attend this in-person event to hear from Ed Slott live and learn about the three biggest retirement risks and how to avoid them with proper planning.
Date: Monday, February 24th
Time: Light Refreshments at 5:30pm; Seminar at 6:30pm
Location: Westin Waltham Hotel, 70 3rd Ave, Waltham MA
RSVP: Peter Morin at (978)697-2888

11/14/2023

Exciting News! My business networking group is growing and we are actively looking for the following professions to join our group: a , a , a , Ideal candidates are able to do business in the greater Westford area. I belong to a BNI group, a group of small business professionals who work together to exchange referrals, network, and help eachother to grow our businesses. See current members (If you think these professionals could send you referrals then definitely reach out and we can discuss) https://bnimass.com/en-US/chapterdetail... If you know someone who may be interested to hear more, please message me.

09/07/2022

Newlyweds, new parents, expecting parents, this webinar will be helpful, register by Tuesday!
Register At: https://bit.ly/nylsep14webinar

03/23/2021

Are you interested in learning more about a career as a Financial Professional with the Path to a Financial Advisor? New York Life is hosting an event Wednesday, Mar. 24th at 5:30pm EST where you will have an opportunity to hear from a panel of my peers about their career journey from an agent at New York Life to a Financial Advisor with Eagle Strategies, a New York Life company. They will discuss the credential and requirements for a Finanial Advisor. Register here:

Interested in exploring a career with New York Life's Boston Office? Join us on Wed., Mar. 24th at 5:30pm EST for a Virtual Info Session spotlighting two successful Financial Professionals. TOPICS INCLUDE: Launching a successful business Building a financial practice in any environment Personalizing...

12/17/2020

I was that person on the left and feeling it in my neck and upper back. Ergonomics is so important!

Working from home should be comfortable. If the person on the left looks familiar, you are in need of a home office upgrade. Now offering ergonomically friendly solutions.

https://bit.ly/38bTsaM

06/14/2020

Getting the personal guidance you need to help secure your financial future is just a click away. Schedule a phone call or virtual meeting with me today, and let’s start planning your best tomorrow, today.

06/07/2020

Life is full of changes, and your strategy may have to change with it. Let’s connect to review your strategy and make sure that you are still on track to reach your goals. There’s no better time than the present to engage (virtually) with New York Life.

05/31/2020

While there’s no “perfect” time to start preparing for your future, there’s no better time than now. Make a virtual appointment with me and start getting your tomorrow together, today.