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!