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Helping to Protect your Loved Ones



Speaker Series

Life Strategies for Women

Empowering us to solve ALL of the conflicts!

Please join us as we explore areas of personal finance and other life skills.  Walk away with at least a basic understanding of all of these important issues.

Mondays from 7p.m.-8p.m. at

Our Place Today at 38c Park Street, Medfield, MA



RSVP and questions to:

1/14/19  Personal Tax Returns,  Charles Sebestyen, MST, RTRP

1/28/19  Investing, Sumeit Aggarwal, Co-founder Finhive

2/4/19  Estate Planning, Attorney Beth Murphy

2/11/19  Life Insurance Basics, Mark Selvaggi, Financial Advisor

2/25/19  Internet Security, Kate Gilbert, Founder of {WP/SS}

3/4/19  Declutter& Streamline, Isobel Magee, Upstairs Downstairs

3/11/19  Developing and Maintaining Relationships, Beth Murphy 

All proceeds donated to American Foundation for Suicide Prevention

Speaker Bios



118 Washington Street Holliston, MA 01746

508.277.1729 Cell 508.302.0728 Fax

Personal & Corporate Tax Preparer, Treasury Consultant

Charles L. Sebestyen is a self-employed Personal & Corporate Tax Preparer and Treasury Consultant with an office in Holliston, MA. He has a current client base of 280 personal and 30 businesses, preparing tax returns, handling tax compliance issues and participates in

federal and state tax audits. He works with clients in income tax planning, establishing estate tax planning and prepares trust and estate tax returns.

Charlie has a Masters Degree in Taxation and is a Registered Tax Return Preparer. He has over 20 years of experience working for Corporations handling their federal and state tax compliance, as well as managing Treasury functions, including accounts payable, accounts receivable, insurance, cash management, acquisitions, working capital improvement, payroll, fleet management and Sarbanes-Oxley compliance. Charlie is a Six-Sigma trained Green Belt and Champion, SAP trained, Chapter 11 filing and DIP


Charlie obtained a Masters Degree in Taxation from Bentley University and has a Bachelor of Science Degree in Accounting from the University of Connecticut. He is a Trustee of the Old Stone Bridge Condominium Association.


Sume it Aggarwal is a personal  finance  literacy  coach  and advocate . She i s a

c o -founder of Finhive, a social enterprise, dedicated towards providing

educational  services designed to build financial capability. Sumeit believes

financial capability is a lifelong endeavor and a critical skill  for personal success that requires mastery of financial education, behavior, and incentives.

Sumeit  earned her Masters of Business Administration from Babson College

and also holds an MS in Information Systems from Northeastern University

and a Bachelors of Commerce in Accounting from Delhi University.

Sumeit started her career in consulting and has experience working with

corporate strategy , sales and business analysis . She is also a Certified

Scrum  Master and has developed a unique Agile approach to Personal


Attorney Beth Murphy

Attorney Beth Murphy is a graduate of UMASS Amherst and Suffolk University Law School. She is the mother of two teenagers, two dogs and a cat. Beth has been practicing law since 2002  when she first opened her practice. Prior to opening her practice she was a legal intern with the Department of Social Services (now known as DCF) and also worked as a secretary for a local personal injury firm. 

In her spare time, Beth volunteers with various local groups but her most rewarding venture is that of SESP or Special Education Surrogate Parent, in which she serves the role of parent in regards to education  for a child in the foster care system.

Beth has also studied Dialectical Behavior Therapy (DBT) skills and researches interpersonal skills.  She regularly speaks to groups about relationships and emotional strength.

Mark Selvaggi, Financial Services Advisor

Kate Gilbert

Experienced developer Kate M. Gilbert has been leading the WordPress SuperService team for almost a decade. We eat, sleep, and breathe WordPress in all its glory and its quirks.

WordPress site owners come to us with WordPress support needs on all fronts: Placing new content, connecting their site to social media platforms, design changes, WordPress and plugin updates, and more. Often they want to manage their own sites, and just needed someone to lean on who knows WordPress inside-out.

Driven by her passion for problem solving and crafting workable solutions, Kate has created this one-stop, full-service shop for all things WordPress and surrounded herself with a team of tech-savvy developers who are ready and waiting to handle your site support.

Isobel Magee

As a native of England, Isobel grew up watching the British TV classic “Upstairs Downstairs”, a popular costume drama centered on the lives in a well-to-do London family. Upstairs life was calm and serene, while downstairs the servants worked to keep the home going and to enable the privileged lifestyle of the tenants upstairs.

In today's busy world, many of us find ourselves working double shift to keep our homes, families and office spaces organized in the face of increasing workloads and stress. From attic to basement, closet to pantry, stuff accumulates and is a major source of stress. Upstairs Downstairs was created to help manage both the stuff and the stress for a more streamlined, successful lifestyle.