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Events

Upcoming Events

February 19, 2020

6:30p - 8:30p

Empower Financial Advisory

Required Minimum Distribution and Advanced Estate Planning With SECURE Act Workshop

From now through 2034, over 10,000 people a day will be turning 72 and will be required to start pulling money out of their qualified plans. Learn all the myths and facts of this process and how you can maintain control of your financial planning while you enter this stage of your life. Also learn how the 2019 SECURE Act affects your planning.

February 20, 2020

7:00p - 9:00p

Webinar

Required Minimum Distribution and Advanced Estate Planning With SECURE Act Webinar

From now through 2034, over 10,000 people a day will be turning 72 and will be required to start pulling money out of their qualified plans. Learn all the myths and facts of this process and how you can maintain control of your financial planning while you enter this stage of your life. Also learn how the 2019 SECURE Act affects your planning.

March 18, 2020

6:30p - 8:30p

Empower Financial Advisory

Estate Planning Essentials Workshop

Join us in Glastonbury to learn and ask all the questions you may have about general estate planning.

March 19, 2020

7:00p - 9:00p

Webinar

Estate Planning Essentials Webinar

Join us to learn and ask all the questions you may have about general estate planning.

April 8, 2020

6:30p - 8:30p

Empower Financial Advisory

12 Keys For Successful Retirement Workshop

This workshop is for Friends, Co-Workers and Relatives who are searching for the same type of Comprehensive Planning and Financial Planner relationship that you have.

April 9, 2020

7:00p - 9:00p

Webinar

12 Keys For Successful Retirement Webinar

This webinar is for friends, Co-workers and Relatives who are searching for the same type of Comprehensive Planning and Financial Planner relationship that you have.

Past Events

January 23, 2020

7:00p - 9:00p

Estate Preservation & LTC Webinar

We hope you'll take advantage of this informative discussion. Topics include: What are the risks? Who pays for Long Term Care? What does Medicare cover? What is Medicaid? How do you qualify? What is the Connecticut Partnership for Long Term Care? How does Long Term Care Insurance work? What are my other options to cover this need and to protect my assets? Other states involved in the Partnership for Long Term Care program. How to work this into your personal financial plan. Enjoy the evening and get all of your questions answered.

January 22, 2020

6:30p - 8:30p

Estate Preservation & LTC Workshop

We hope you'll take advantage of this informative discussion. Topics include: What are the risks? Who pays for Long Term Care? What does Medicare cover? What is Medicaid? How do you qualify? What is the Connecticut Partnership for Long Term Care? How does Long Term Care Insurance work? What are my other options to cover this need and to protect my assets? Other states involved in the Partnership for Long Term Care program. How to work this into your personal financial plan. Enjoy the evening and get all of your questions answered.

November 13, 2019

7:00p - 9:00p

Via Webinar

State of the Market Webinar

This session is run a few times a year to give our clients a forum to ask questions and obtain information regarding the economy, Fixed and Equity Markets. We will also run these sessions in a time of perceived "crisis", when we have seen above average market volatility or domestic or global events that we believe our clients will be concerned about.

Event Registration


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