Events & Webinars

Our free educational workshops and online webinars are designed to provide you with financial tips to plan for retirement, increase income, and minimize taxes.

upcoming events

How to Get the Most Out of Social Security and Maintain a Paycheck in Retirement (Webinar)

man reviewing his retirement plan with 750k

How to Get the Most Out of Social Security and Maintain a Paycheck in Retirement (Webinar)

cheshire public library

How To Minimize Taxes in Retirement (Cheshire Public Library)

welles-turner memorial library

How To Minimize Taxes in Retirement (Welles-Turner Memorial Library – Glastonbury)

past events

How To Minimize Taxes in Retirement (Webinar)

ch booth library

How To Minimize Taxes in Retirement (C.H. Booth Library – Newtown)

How to Minimize Taxes in Retirement (Webinar)

couple reviewing their retirement plan with 500k

How to Navigate Healthcare in Retirement (Webinar)

How to Navigate Healthcare in Retirement (Webinar)

How To Minimize Taxes in Retirement (Simsbury Public Library)

How To Minimize Taxes in Retirement (WEBINAR)

How To Minimize Taxes in Retirement (WEBINAR)

How To Minimize Taxes in Retirement (Mystic & Noank Library)

terrazza restaurant

Terrazza at Quarry Ridge Golf Course

terrazza restaurant

Terrazza at Quarry Ridge Golf Course

portland public library

How To Navigate Healthcare in Retirement (Portland Public Library)

How to Navigate Healthcare in Retirement (Avon Free Public Library)

welles-turner memorial library

How to Navigate Healthcare in Retirement (Welles-Turner Memorial Library)

How To Minimize Taxes in Retirement (Westerly Library)

cheshire public library

How To Navigate Healthcare in Retirement (Cheshire Public Library)

How To Navigate Healthcare in Retirement (Berlin-Peck Memorial Library)

How To Navigate Healthcare in Retirement – Medicare (Simsbury Public Library)

How To Navigate Healthcare in Retirement (Medicare) – Farmington Main Library

How To Minimize Taxes in Retirement (Farmington Library)

man reviewing his retirement plan with 750k

How To Navigate Healthcare in Retirement – Burlington Public Library

How To Minimize Taxes in Retirement (Burlington Public Library)

How to Minimize Taxes in Retirement (East Hampton Library)

How to Navigate Healthcare in Retirement

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Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet