Come and You Will Discover Strategies That:
Seek to Create Sustainable Income And A Lasting Legacy
Potentially Lessen or Avoid Capital Gains Taxes On Stocks and Real Estate
Efficiently Manage Income Taxes On Your IRA & 401(k)
Preserve Your Wealth From The 6 Coming Financial Storms… and much more!
Your Choice: October 27th or 29th
- Tuesday, 10/27/26, Daytime: 11:30 a.m.
- Thursday, 10/29/26, Early Evening: 5:15 p.m.
Event Location: Danversport, 161 Elliott Street, Danvers MA (hors d’oeuvres and beverages will be provided)
Don’t Miss This Opportunity To Learn From One Of The Region’s Top Retirement Income Specialists!
Your Master Presenter
Gary M. Cowles, ChFC CLU is a recognized Financial Educator, Speaker and Retirement Planner. As founder of The Cowles Group, Gary has spent more than three decades helping successful executives, professionals, business owners, and individuals navigating major life transitions (ie divorce or the loss of a loved one) preserve, and pass on their wealth with confidence and clarity. Gary’s approach goes beyond traditional financial planning. He and his team deliver a comprehensive, personalized process designed to align every financial decision with the retirement and legacy each client actually wants — not the one they’ve been told to settle for. Gary received a BA in Mathematics from The University of New Hampshire and has earned both the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations representing advanced expertise in tax, retirement, financial and wealth preservation planning from The American College of Financial Services — an accredited institution with roots in the University of Pennsylvania’s internationally respected Wharton School of Business. Additionally, Gary has earned the Certified Divorce Financial Analyst (CDFA) designation, a highly specialized educational program concentrated in professional divorce analysis. Gary loves the beach, boating, running and sharing time with his family and friends.
