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:
- How to control the way your assets are spent by your heirs
- How to protect your assets from lawsuits and nursing homes
- Options to maximize your 401(k) and Life Insurance policies
River
100 Great Meadow Road
Wethersfield, CT 06109 United States
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 WalpoleBeacons Restaurant
85 Providence Highway
East Walpole, MA 02032 United States
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 - WalthamThe Chateau
195 School Street
Waltham, MA 02451 United States
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 - WallingfordThe Library
60 North Main Street
Wallingford, CT 06492 United States
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 - WalthamThe Chateau
195 School Street
Waltham, MA 02451 United States
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 - BerlinCasa Mia at the Hawthorne
2421 Berlin Turnpike
Berlin, CT 06037 United States
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 - BerlinCasa Mia at the Hawthorne
2421 Berlin Turnpike
Berlin, CT 06037 United States
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 - Franklin3 Restaurant
461 West Central Street
Franklin, MA 02038 United States
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 - BethelArmando’s Restaurant
47 Stony Hill Road
Bethel, CT 06801 United States
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 - Franklin3 Restaurant
461 West Central Street
Franklin, MA 02038 United States
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 - DanburyBarbarie’s Black Angus Grill
5 Eagle Rd
Danbury, CT 06810
5 Eagle Rd
Danbury, CT 06810
WEDNESDAY, OCTOBER 20, 2021 - Danbury CT
Wednesday, October 20, 2021 – Danbury
6:00 pm
Wednesday, October 20, 2021 - DanburyBarbarie’s Black Angus Grill
5 Eagle Rd
Danbury, CT 06810
5 Eagle Rd
Danbury, CT 06810
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