Retirement & Investment Planning Events

You are invited to come discover how the future can be one of the most exciting times of your life. At our educational workshops and online webinars, our goal is to provide you with key financial strategies to increase income, reduce taxes and keep you from running out of money during your retirement. Come learn how you can avoid the most common mistakes people make during this time.

TUESDAY, SEPTEMBER 28, 2021 - Wethersfield CT

Tuesday, September 28, 2021 – Wethersfield – Estate Planning Lunch & Learn

11:30 am
Join us and learn:
  1. How to control the way your assets are spent by your heirs
  2. How to protect your assets from lawsuits and nursing homes
  3. Options to maximize your 401(k) and Life Insurance policies
River
100 Great Meadow Road
Wethersfield, CT 06109 United States

WEDNESDAY, SEPTEMBER 29, 2021 - East Walpole MA

Wednesday, September 29, 2021 – East Walpole

6:00 pm
Wednesday, September 29, 2021 - East Walpole
Beacons Restaurant
85 Providence Highway
East Walpole, MA 02032 United States

MONDAY, OCTOBER 04, 2021 - Waltham MA

Monday, October 4, 2021 – Waltham

6:00 pm
Monday, October 4, 2021 - Waltham
The Chateau
195 School Street
Waltham, MA 02451 United States

TUESDAY, OCTOBER 05, 2021 - Wallingford CT

Tuesday, October 5, 2021 – Wallingford

6:00 pm
Tuesday, October 5, 2021 - Wallingford
The Library
60 North Main Street
Wallingford, CT 06492 United States

WEDNESDAY, OCTOBER 06, 2021 - Waltham MA

Wednesday, October 6, 2021 – Waltham

6:00 pm
Wednesday, October 6, 2021 - Waltham
The Chateau
195 School Street
Waltham, MA 02451 United States

WEDNESDAY, OCTOBER 06, 2021 - Berlin CT

Wednesday, October 6, 2021 – Berlin

6:00 pm
Wednesday, October 6, 2021 - Berlin
Casa Mia at the Hawthorne
2421 Berlin Turnpike
Berlin, CT 06037 United States

WEDNESDAY, OCTOBER 13, 2021 - Berlin CT

Wednesday, October 13, 2021 – Berlin

6:00 pm
Wednesday, October 13, 2021 - Berlin
Casa Mia at the Hawthorne
2421 Berlin Turnpike
Berlin, CT 06037 United States

WEDNESDAY, OCTOBER 13, 2021 - Franklin MA

Wednesday, October 13, 2021 – Franklin

6:00 pm
Wednesday, October 13, 2021 - Franklin
3 Restaurant
461 West Central Street
Franklin, MA 02038 United States

THURSDAY, OCTOBER 14, 2021 - Bethel CT

Thursday, October 14, 2021 – Bethel

6:00 pm
Thursday, October 14, 2021 - Bethel
Armando’s Restaurant
47 Stony Hill Road
Bethel, CT 06801 United States

MONDAY, OCTOBER 18, 2021 - Franklin MA

Monday, October 18, 2021 – Franklin

6:00 pm
Monday, October 18, 2021 - Franklin
3 Restaurant
461 West Central Street
Franklin, MA 02038 United States

MONDAY, OCTOBER 18, 2021 - Danbury CT

Monday, October 18, 2021 – Danbury

6:00 pm
Monday, October 18, 2021 - Danbury
Barbarie’s Black Angus Grill
5 Eagle Rd
Danbury, CT 06810

WEDNESDAY, OCTOBER 20, 2021 - Danbury CT

Wednesday, October 20, 2021 – Danbury

6:00 pm
Wednesday, October 20, 2021 - Danbury
Barbarie’s Black Angus Grill
5 Eagle Rd
Danbury, CT 06810

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