Customer Event: Healthcare and Financial Planning


Join Us for an Evening with Peter Stahl

Wednesday, April 25th at 5:30 pm
Sunset Terrace at Wellesley Country Club
300 Wellesley Ave, Wellesley Hills, MA 02481

Hors d’oeuvres and cocktails will be served prior to the presentation

As you may certainly know, Needham Bank takes financial planning very seriously. We do so because everything we read on the matter suggests to us that many Americans have asset managers, but they may not have a true financial plan connecting every financial touchpoint in their life. One of our greatest concerns is that in the absence of true planning, our customers may not be prepared for the time in life when retirement income intersects with medical expenses. Unfortunately for many, the financial implications are devastating.

A number of months ago, some of us were fortunate enough to attend a seminar led by Peter Stahl on precisely this subject matter. It was both frightening and illuminating, but we were so impressed with Peter that we have arranged for him to speak to a select group of our customers at 5:30pm on April 25 at the Sunset Terrace of Wellesley Country Club. More information on Peter may be found at We thought he was an excellent presenter on a topic many of us don’t fully understand.

Our hope is that you might join us and take some time out of your busy schedule to learn about this major national issue affecting us all. There is no obligation or cost for your attendance, no sales efforts or request of you, other than to join us for an informative evening. The evening will begin with hors d’oeuvres and cocktails, followed by Peter’s presentation which should last less than an hour. He and we will be available after the presentation for additional conversation, should you wish.

Kindly RSVP to Erica McLaughlin at by Monday April 23rd. Please note that seating is extremely limited for this complimentary customer event.

Investments are not FDIC insured nor are they deposits or other obligations of Needham Bank or guaranteed by any bank or savings institution. All investments involve risks, including the possible loss of the principal invested.