Financial Planning Considerations in an Election Year w/ Bridge McSurely

Wednesday, July 106:30—7:30 PMSimoni RoomMorrill Memorial Library33 Walpole St., Norwood, MA, 02062

Headshot of financial advisor Bridge McSurely

The Morrill Memorial Library welcomes local financial advisor Bridge McSurely, who will present "Financial Planning Considerations in an Election Year" on Wednesday, July 10 starting at 6:30pm in the Simoni Room. This event was rescheduled from June.

Join financial advisor Bridge McSurely for a talk covering the 2024 election outlook in the context of financial planning; recent legislative changes to retirement accounts; a look at federal government spending, debt, and taxes; and financial planning opportunities for the upcoming year.

About the presenter: Bridge McSurely is a registered financial advisor currently at Ameriprise Financial Services, LLC, located in Hingham, Massachusetts. Bridge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started his career in finance in 2023. In his free time, he enjoys spending time with friends and family, golfing, and running. He is also an avid Boston sports fan and loves country music.

Refreshments will be provided. Registration is required for this in-person program; register by filling out the form below, or by calling the Reference Desk at 781-769-0200 x2.

Capacity: 47 of 60 spaces available.

Note: Registering more attendees than spaces available will automatically place your attendees on this event's wait list.

To register, please provide the following information:

Registrant InformationProvide your email address in order to receive notifications about the status of your registration.If this event is canceled, we will use the contact information you provide to get in touch with you.4 maximum per registration
Add Registrant with Party?

Email reminders are sent 48 hours before the event takes place.