Broker Check

Events

Whether it’s keeping up with trends or discussing your favorite topics surrounding financial wellness.

 Watertree Financial Wellness,LLC  is dedicated to providing sound information to our clients at one of our events hosted by Financial Advisor Karen ( McKim) Maurer

 If you live in the Plymouth, MA area  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 23, 2022

12:00p - 4:00p

Watertree Financial Wellness

March 22, 2022

1:00p - 2:00p

Plymouth Center for Active Living

Leaving a Tax Free Legacy

Karen Maurer, President/LPL Financial Advisor at Watertree Financial Wellness, LLC will present options for a tax-free legacy. Karen will share information on legacy opportunities and different tax-free options. Drop ins are welcome. Registration is appreciated! 

February 8, 2022

5:00p - 7:00p

Watertree Financial

January 29 - January 31, 2022

2:00p - 1:00a

Watertree Financial Wellness LLC

December 30, 2021

5:00p - 5:30p

Watertree Financial Wellness LLC

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