Broker Check

Events

January 23, 2019

6:30p - 8:30p

Empower Financial Advisory

Estate Preservation and LTC Strategies

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 24, 2019

7:00p - 9:00p

via Webinar

Estate Preservation and LTC WEB

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.

 

February 27, 2019

6:30p - 8:30p

Empower Financial Advisory

Fundamentals of Investing

Everything you always wanted to know about investing but were afraid to ask. Join us for an evening to get a better understanding of the very basics of stocks, bonds, and the stock market. This event was suggested by our clients to give them a better understanding of some of the elemental investment definitions. We hope you will take advantage of this informative session.

 

February 28, 2019

7:00p - 9:00p

via Webinar

Fundamentals of Investing WEB

Everything you always wanted to know about investing but were afraid to ask. Join us for an evening to get a better understanding of the very basics of stocks, bonds, and the stock market. This event was suggested by our clients to give them a better understanding of some of the elemental investment definitions. We hope you will take advantage of this informative session.

 

March 27, 2019

6:30p - 8:30p

Empower Financial Advisory

Estate Planning Essentials

Join us to learn and ask all the questions you may have about general estate planning. Topics include: How trusts work, avoiding probate, revocable vs. irrevocable, avoiding estate tax, wealth replacement trusts, necessary documents, QTIP trust and provisions for blended families, eldercare, charitable giving, Charitable Remainder Trusts, education funding for grandchildren, life and finances after a spouse's death, need for proper estate planning documents, aging parents, importance of elder care attorney, running a family meeting with parents and adult children, reverse mortgage basics, implications with how assets are passed, income in respect to the decedent.

 

March 28, 2019

7:00p - 9:00p

via Webinar

Estate Planning Essentials WEB

Join us to learn and ask all the questions you may have about general estate planning. Topics include: How trusts work, avoiding probate, revocable vs. irrevocable, avoiding estate tax, wealth replacement trusts, necessary documents, QTIP trust and provisions for blended families, eldercare, charitable giving, Charitable Remainder Trusts, education funding for grandchildren, life and finances after a spouse's death, need for proper estate planning documents, aging parents, importance of elder care attorney, running a family meeting with parents and adult children, reverse mortgage basics, implications with how assets are passed, income in respect to the decedent.

 

April 24, 2019

6:30p - 8:30p

Empower Financial Advisory

State of the Market

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.

 

April 25, 2019

7:00p - 9:00p

via Webinar

State of the Market WEB

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.

 

May 22, 2019

6:30p - 8:30p

Empower Financial Advisory

Portfolio Selection Process

Join us for an evening to learn about the process we use to select the investments and the managers inside the Fixed and Equity portfolios. This is the same process and philosophy we have used since 1999. Come learn more about: Building a portfolio, stock and bond portfolio review, New investment selection: A Case Study, investment analysis and screening.

 

May 23, 2019

7:00p - 9:00p

via Webinar

Portfolio Selection Process WEB

Join us for an evening to learn about the process we use to select the funds and the managers inside the Fixed and Equity portfolios. This is the same process and philosophy we have used since 1999. Come learn more about: Building a portfolio, stock and bond portfolio review, New fund selection: A Case Study, fund analysis and screening.

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