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, JANUARY 26, 2021 - Danbury CT

Tuesday, January 26, 2021 – Danbury

6:00 pm
Tuesday, January 26, 2021 - Danbury
Mazzo Mozzarella & Wine Bar
32 Newtown Road
Danbury, CT 06810 United States

TUESDAY, JANUARY 26, 2021 - Online Webinar

Social Security Webinar with David Shapiro

6:00 pm
Want to learn how to optimize your Social Security income? This webinar will answer your most pressing questions! Avoid the Social Security claiming mistakes that could cost you thousands.

WEDNESDAY, JANUARY 27, 2021 - Online Webinar

Women’s Retirement Roadmap with Heather Atkins, CFP®

6:30 pm
Learn why income planning for women may be even more important than it is for men and the steps to take to feel more comfortable about retiring.

THURSDAY, JANUARY 28, 2021 - East Haddam CT

Thursday, January 28, 2021 – East Haddam

6:00 pm
Thursday, January 28, 2021 - East Haddam
Gelston House
8 Main Street
East Haddam, CT 06423 United States

WEDNESDAY, FEBRUARY 03, 2021 - Wolcott CT

Wednesday, February 3, 2021 – Wolcott

6:00 pm
Wednesday, February 3, 2021 - Wolcott
Mona Lisa Restaurant
10 Wakelee Road
Wolcott, CT 06716 United States

THURSDAY, FEBRUARY 04, 2021 - Wethersfield CT

Thursday, February 4, 2021 – Wethersfield

6:00 pm
Thursday, February 4, 2021 - Wethersfield
River
100 Great Meadow Road
Wethersfield, CT 06109 United States

TUESDAY, FEBRUARY 09, 2021 - Wethersfield CT

Tuesday, February 9, 2021 – Wethersfield

6:00 pm
Tuesday, February 9, 2021 - Wethersfield
River
100 Great Meadow Road
Wethersfield, CT 06109 United States

THURSDAY, FEBRUARY 11, 2021 - Wolcott CT

Thursday, February 11, 2021 – Wolcott

6:00 pm
Thursday, February 11, 2021 - Wolcott
Mona Lisa Restaurant
10 Wakelee Road
Wolcott, CT 06716 United States

TUESDAY, FEBRUARY 16, 2021 - Enfield CT

Tuesday, February 16, 2021 – Enfield

6:00 pm
Tuesday, February 16, 2021 - Enfield
Figaro Ristorante
90 Elm St
Enfield, CT 06082

WEDNESDAY, FEBRUARY 24, 2021 - Enfield CT

Wednesday, February 24, 2021 – Enfield

6:00 pm
Wednesday, February 24, 2021 - Enfield
Figaro Ristorante
90 Elm St
Enfield, CT 06082

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