Trusted Retirement & Investment Specialists
You’ve entered a phase of your life where now it’s time for you to get paid back for all your hard work.
That’s where we come in.
That’s where we come in.
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Download your 10-Point Retirement Checklist
Get information and education that can bring you peace of mind with your savings and retirement.
Upcoming Workshops
Sign Up for Our Free Retirement & Investment Planning Workshops
Our workshops provide an opportunity for you to get financial and retirement planning information and solutions at no cost to you – in a relaxed environment. Simply click on a workshop below or check the Seminars Schedule link to see all available dates and times.
Financial Workshops
Wednesday, July 17, 2024
Wednesday
06:00 PM
Penny Lane Pub & Restaurant
Old Saybrook CT
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Listen to Joel Johnson, CFP®
Money Wisdom
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