Broker Check

Events

Upcoming Events

December 17, 2020

3:00p - 4:30p

Webinar

State of the Market Webinar

Get the most up to date information on your planning and investments and more importantly, what Ron is doing to lead you through our current times.

Past Events

August 19, 2020

1:00p - 2:30p

Webinar

State of the Market

Get the most up to date information on your planning and investments and more importantly, what Ron is doing to lead you through our current times.

April 16, 2020

5:00p - 7:00p

Webinar

State of the Market Webinar

This session will be an update where will dig deep into the issues of the day and how our planning and investments are in position for future volatility and eventual recovery.

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.

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.

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.

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.

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.

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.

November 12, 2019

6:30p - 8:30p

Empower Financial Advisory

State of the Market Workshop

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.

November 7, 2019

7:00p - 9:00p

Via Webinar

Keys to Successful Retirement Webinar

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. Ron will cover 12 Keys to A Successful Retirement. Clients are welcome to attend and bring a guest(s). Tell all the people you know who you would like to introduce to our firm. This session is best for those who are within 10 years of retirement or already retired.

November 6, 2019

6:30p - 8:30p

Empower Financial Advisory

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. Ron will cover 12 Keys to A Successful Retirement. Clients are welcome to attend and bring a guest(s). Tell all the people you know who you would like to introduce to our firm. This session is best for those who are within 10 years of retirement or already retired.

October 3, 2019

6:30p - 8:30p

Medicare Workshop at 6:30 p.m.

Empower invited Guest Speaker: Mark Brownstein, Medicare Education Consulting to take the mystery out of Medicare We hope you take advantage of one of our most popular sessions. These sessions are held toward the end of the year during the beginning of the enrollment period. Medicare is complicated. Current and future Medicare recipients will come away from this workshop better prepared to select medical and prescription drug coverage that best suits their current and further medical coverage. That means understanding the basics of when to apply and how to avoid any penalties. Gain insights on how to make smart choices when it's time to evaluate your Medicare options. Recommended for anyone age 64+ or soon to be retiring.

October 3, 2019

1:00p - 3:00p

Medicare Workshop at 1:00 p.m.

Empower invited Guest Speaker: Mark Brownstein, Medicare Education Consulting to take the mystery out of Medicare We hope you take advantage of one of our most popular sessions. These sessions are held toward the end of the year during the beginning of the enrollment period. Medicare is complicated. Current and future Medicare recipients will come away from this workshop better prepared to select medical and prescription drug coverage that best suits their current and further medical coverage. That means understanding the basics of when to apply and how to avoid any penalties. Gain insights on how to make smart choices when it's time to evaluate your Medicare options. Recommended for anyone age 64+ or soon to be retiring.

September 12, 2019

7:00p - 9:00p

Webinar

RMD & Advanced Estate Planning Webinar

From now through 2034, over 10,000 people a day will be turning 70 1/2 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. How does this affect your income taxes? How much do I need to pull out? What if I don't need all of the distribution for income? The Roth IRA. Can I directly distribute this required distribution to a charity of my choice? How can I use this distribution to expand my estate? Beneficiary IRA Distributions.

September 11, 2019

6:30p - 8:30p

Empower Financial Advisory

RMD & Advanced Estate Planning Workshop

From now through 2034, over 10,000 people a day will be turning 70 1/2 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. How does this affect your income taxes? How much do I need to pull out? What if I don't need all of the distribution for income? The Roth IRA. Can I directly distribute this required distribution to a charity of my choice? How can I use this distribution to expand my estate? Beneficiary IRA Distributions.

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.

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.

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.

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.

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.

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.

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.

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.

February 28, 2018

7:00p - 9:00p

at Empower Financial Advisory

Tax Cuts and Jobs Act of 2017 - NEW DATE

Empower Financial Advisory will be holding discussions for our clients to review the Tax Cuts and Jobs Act of 2017 changes and answer any questions you have. We hope you'll take advantage of one of these informative discussions.

February 5, 2018

7:00p - 9:00p

via Webinar

Tax Cuts and Jobs Act of 2017 WEB

Empower Financial Advisory will be holding discussions for our clients to review the Tax Cuts and Jobs Act of 2017 changes and answer any questions you have. We hope you'll take advantage of one of these informative discussions.

July 4, 2017

Independence Day

Happy Independence Day!

Event Registration


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