Join us on Friday, November 15th at 6:30 pm at Carlisle School Auditorium. Click here for more information.
Alex Winkelmann

Meet our new Adult Ed instructors! Alex Winkelmann

Meet our new Adult Ed instructors!

Alex Winkelmann is a financial advisor running his practice out of Marlborough, MA. He started his career in finance working for People’s United Bank in the retirement services and wealth management department in Burlington, VT. Alex graduated from Saint Michael’s College earning a bachelors degree in both Psychology and Finance. He delivers great value to his clients, helping them plan ahead for their short-term needs and long-term goals. Alex pays special attention to understanding the needs and goals of every single client, helping many families with retirement planning, helping to send children and grandchildren to college, estate strategies to effectively pass wealth on to future generations, and making sure his clients truly make the most out of their money.

Check out Alex’s two new workshops:

Outlook and Opportunities: Fuel for Your Investment Journey
Long-term investing is like a journey. Whether you’re traveling or investing, you want to prepare for the trip and avoid wasting time and money along the way. In this class we’ll examine: The economy, interest rates and our outlook, current market trends, ways to prepare for volatility, and opportunities in today’s market.
Register now for Alex’s workshop on January 29th from 7-8:30 pm

College: Getting There from Here
Whether your children or grandchildren are learning to crawl or learning to drive, you can help make a college education a reality. We’ll discuss questions to consider as you establish a college savings goal, strategies to help you reach your goal and the features and benefits of various education savings plans.
Register now for Alex’s workshop on February 26th from 7-8:30 pm

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