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Road to Retirement Success

Smart Retirement Planning Starts Here

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Are you within 5 years of retirement or recently retired?
Unprepared or afraid to take the next step?
Worried about running out of money or making costly mistakes?

You’ve spent decades making the right choices, but life can inevitably steer you in a new direction, leaving you to rethink your financial strategy.

You’re not alone. Many people like you are standing at this crossroads, wondering how to move forward.

You and your friends are invited to an insightful panel discussion and dinner. Join us to learn from local industry specialists, including our team of financial advisors, a licensed CPA, estate planning attorney, and Medicare professional. Come discover how our fiduciary professionals have successfully guided over 7,000 families in reaching their retirement goals by:

  • Instilling confidence in the financial decision-making process

  • Offering peace of mind and reassurance during major life changes

  • Guiding the way toward a secure and fulfilling retirement

Panel with Joel Johnson, CFP® and Brian Shactman

Aqua Turf
Retirement Planning Panel and Dinner

The Aqua Turf Club

Thursday, May 1, 2025 | 6:00 PM

556 Mulberry Street, Plantsville, CT 06479
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