Events & Webinars

Our 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 Navigate Healthcare in Retirement (Webinar)

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

How To Minimize Taxes in Retirement (Webinar)

past events

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

How to Minimize Taxes in Retirement (Webinar)

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

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)

man reviewing his retirement plan with 750k

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

How to Minimize Taxes in Retirement (Welles-Turner Memorial Library)

How to Minimize Taxes in Retirement (Avon Free Public Library)

How to Minimize Taxes in Retirement (East Hampton Library)

How to Navigate Healthcare in Retirement

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


Fill in this form & get this free Booklet