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Plymouth Office

159 Samoset Street

Suite 7
Plymouth, MA 02360

Events



Whether it’s keeping up with trends or discussing your favorite topics, Watertree Financial Wellness  is dedicated to providing sound information to our clients at one of our events by Financial Advisor Karen ( McKim) Maurer.
If you live in the Plymouth, MA area, 
Please join us for any of the upcoming events that discuss financial planning, retirement, wealth management and financial literacy.

Along the way, we like to have some fun, too!  Karen M. Maurer,CLTC

Or give us a call at 781-7RETIRE

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 24, 2021

5:30p - 6:30p

Watertree Financial Wellness

FREE Q&A Fridays For Those New to Medicare This September

A no cost Medicare informational event at Watertree Financial Wellness 159 Samoset St. Suite 7B Plymouth,MA Every Friday in September!

September 17, 2021

5:30p - 6:30p

Watertree Financial Wellness

FREE Q&A Fridays For Those New to Medicare This September

A no cost Medicare informational event at Watertree Financial Wellness 159 Samoset St. Suite 7B Plymouth,MA Every Friday in September!

September 10, 2021

5:30p - 6:30p

Watertree Financial Wellness

FREE Q&A Fridays For Those New to Medicare This September

A no cost Medicare informational event at Watertree Financial Wellness 159 Samoset St. Suite 7B Plymouth,MA Every Friday in September!

September 3, 2021

5:30p - 6:30p

Watertree Financial Wellness

FREE Q&A Fridays For Those New to Medicare This September

A no cost Medicare informational event at Watertree Financial Wellness 159 Samoset St. Suite 7B Plymouth,MA Every Friday in September!

June 21, 2021

9:00a - 5:00p

Watertree financial wellness

Choosing your coffee and financial flavors

Whatever your mood is,there is always a choice in flavor and brand. Join us for a coffee and hear about the financial choices that are available to you.

January 29, 2021 - February 14, 2021

11:00p - 7:00p

Watertree financial wellness

Choosing your coffee and financial flavors

Whatever your mood is,there is always a choice in flavor and brand. Join us for a coffee and hear about your financial choices that are available to you.

January 27, 2021

6:00p - 7:00p

Watertree financial wellness

Choosing your coffee and financial flavors (copy)

Whatever your mood is,there is always a choice in flavor and brand. Join us for a coffee and hear about your financial choices that are available to you.

December 16 - December 21, 2020

9:00a - 5:00p

Watertree Financial Wellness

Coffee and Tea for the Retiree

A shared coffee can make a difference is someone's day. Or if you prefer tea. Who doesn't love a good tea party? Book a time with me to talk about what's on your mind. A problem shared is a problem cut in half.!

Event Registration